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ERP Accpac Intelligence Basic Report Writing Lesson 4 – Export / Import

Lesson 4 – Export / Import

This lesson will provide you with an understanding of the export and import functionality within ERP Accpac Intelligence.

In this lesson, you will learn how to:

· Export a report from the Report Manager

· Import a report from the Report Manager

Exporting and Importing Reports

Reports can be exported from one system and imported into another. The export function creates a compressed file with an .al_ extension which can be imported into other systems.

/ • NOTE: Though reports are exported only from the Report Manager, they can be imported using either the Report Manager or the Connector.
• Importing a report that already exists in your system does not affect the existing report.
• An imported report that contains a template file with the same name as a template file must be renamed to avoid template conflicts. You are prompted to provide a new name for the template.
• Everything required to make the template work is included in the export, including the container, template union reports etc.

Exporting a Report

To export a report, use the following procedures:

From the Object window, right click on the desired report.

Select Export Report. You may need to select an Export Metabase version.
Select OK. (A window appears to export the report, before the Save As dialog window appears.)
Select the Export directory from the save export file as dialogue box.
Select Save.
You will get a message to confirm your Export Succeeded.

7. Select OK.

Importing a Report

To import a report, use the following procedures:

From the Object window, right click on the Home object.
Select Import Report.
Select the report to Import from the specified location.
Select Open.
The Import Report dialogue box will open (with the _al extension).

6. Select the Target Connection (should be Sage Accpac (Auto Connect).

7. Select the Report Destination (the folder in which to save the report).

8. Select Import.

9. Select OK.

A message may appear indicating that a template already exists – click Yes to specify a new name and No to overwrite the existing template file

10. You may get an additional message highlighting that the container may already exist. Choose yes to use this container or No to create a new one.

11. Import Succeeded.

12. Double click on the folder to refresh.