Summary

The Import/Export Query Manager window is used to import and export your custom created Query Manager reports. This tool is often used to import QM reports when the application is installed, but many organizations also use this tool to share QM reports with other organizations that use similar account structures.

Step by Step

1     Export Query Manager reports.

• Open the Import/Export Query Manager Reports window (GL> Utilities> Import/Export Query Manager).
  • The Import/Export Query Manager Reports window will display all of the Query Manager reports created in the system.
• Specify an export file in the File Name field.
  • Click the File Name field label to browse to an export file.
    • The export file must be in .zip format.
• Check the toggle next to each of the reports that will be included in the export file.
• Click the Export icon to export the selected reports.

2     Import Query Manager reports.

• Open the Import/Export Query Manager Reports window (GL> Utilities> Import/Export Query Manager).
  • The Import/Export Query Manager Reports window will display all of the Query Manager reports created in the system.
• Specify an import file in the File Name field.
  • Click the File Name field label to browse to file you would like to import.
    • The import file must be in .zip format.
• Click the Import icon to import the report data from the selected .zip file.