Exporting Templates

You can also create your own report template. This is especially helpful for transferring report settings from a test system to a production system.

Reopen the Pick Order Report you created earlier to try downloading a template of it. Navigate to the Export tab to see this note on the left: "Download a report template to save all the configuration of this report, including columns and snapshots."

Reports Course 1 17 46 PM

Click the Download Template button, then Download in the confirmation dialog to get the .json file. It won't be zipped, so it's ready to import! This can also be a handy way of saving a backup of your report settings, in case you need to revert to a previous version.