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Import and Export Reports

    The TNA Report Import and Export options are used for exporting newly created or edited reports so that they can be used by other machines and also to import new report templates.

    Please note:  The procedure for Importing and Exporting a Report or a Payroll is the same except that when working with Payrolls the Edit Payroll Extracts option from the Reports dropdown menu is selected. For the purpose of this document the Reports option is used to explain the procedures.

     

    CONTENTS

    Importing a Report Template

    In the Configuration Module there are two options available to import reports, the first is using Import Report from the File dropdown menu and the second option is by using the Report Editor.

    To import a Report Template using the Report Editor, proceed as follows:

    1. Select one of the Edit options (Reports or Payroll) from the Reports dropdown menu or use the
      Edit Reports toolbar button BrowseReports.jpg. The Browse Report Definitions window will be displayed.

      BrowseReportLayouts.jpg
       
    1. Select the Import button and the Select a report text file window will be displayed.

      FindReport.jpg
       
    1. Use the browser to locate the required report to be imported (will be a .tnr file) and then select the Open button. The selected file will now be imported and a percentage bar will be displayed to show the progress of the import process.

      RightReportsImport.jpg
       
    2. If the system detects that the text file being imported already exists, an Error window will be displayed.

      ReportExists.jpg

      The following option buttons are available from this Question window:
      1. Override. This will delete the existing file and replace it with the newly imported file.
      2. Rename.  This option will automatically rename the imported file. The system will keep the report name but will add the copy number within square brackets after the report name, i.e. Absenteeism Report by Cost Center [2].
      3. Cancel. Selected if the import operation is to be aborted.

    The newly imported report will now be available for printing of reports/payrolls.

    Export a Report Template

    To export a report template, proceed as follows:

    1. Select one of the Edit options (Reports, Payroll or Archived) from the Reports dropdown menu or use the Edit the reports toolbar button BrowseReports.jpg. The Browse Report Definitions window will be displayed.
    2. When the Browse Report Definitions window is displayed, select and highlight the Report to be exported and then click on the Export Button.

      ExportReport.jpg
       
    3. You will be prompted to select an export path and filename.  The default path is the TNA data folder and the default filename is the report description.

      ExportReportTo.jpg
       
    4. As the selected report is exported a percentage bar will be displayed showing the progress of the export operation.

     

    Permalink:  http://tinyurl.com/3b99yvd

    Page last modified 15:44, 1 Nov 2011 by Careen CS Time/TNA Documents > User Module > Import and Export Reports

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