The following example is based on importing a new Report using the Report Designer.
To import a report format (rpx):
- Run the report
This example uses the Account Transaction Detail Listing under Transaction Reports.
- Display the report list
Some reports open to the "filter" page. To access the "report list", you may need to click on the "Back" button in the report wizard.
- Create a new report
Right click on the current report and select "New Report based on...." as follows:
When importing a format the format needs to match the underlying data source of the report that you have copied.
- Enter a name for the report
You will be prompted to enter a new report name for the report.
- Click OK.
The new report appears in the report list.
- Design the report layout
Right-click on the report and select "Design..."
The report designer view displays.
- import the rpx file
From the "File" menu select "Open" and chose to edit the layout..
The file dialogue appears.
Locate the new RPX file format.
- Replace the layout
Select "No" when prompted to save the current layout.
- Select the new RPX file
- Make a change to the layout
You need to make a change to a field on the report to force the format to Save. In this example, we are adding a full stop the caption of the "Ref" field:
- Click "Save and Exit" layout
You have now imported the rpx file.
You can re-edit the report to remove the full stop on the "Ref" field.