Importing Report Templates


Envision allows you to import report templates from existing reports. The template is imported as a file with the extension .JSON, with the related data sources. You can import a report template only if an exported report template is available for import.

Importing a report template

1.   Open a report page into which you want to import an existing report template in the Envision workspace area.

2.   On the toolbar, click the icon and then select Import to import a report template.

3.   In the Import Report Template dialog box, click to browse to the folder in which the .JSON file is present.

4.   In the Map the data sources dialog box, select the data source from the list, and then click OK to map the existing and current data sources.

Optionally, click Cancel to discard the changes that you have made.

The report template is imported into the current report page.