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.
• Check the toggle next to each of the reports that will be included in the export file or click the toggle next to the field title to include all reports.
• Click the Export icon to export the selected reports.
• Once the report export file is complete, a notification window will display and the export will be saved to the Downloads folder.

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.
• Click the Import icon to open the import window.
• Click the SELECT FILE button to browse to the import file or drag and drop the file into the area to the right of the button.
• Click IMPORT to import the selected file.