How to Import a Report File

A Gnosis User with Administrative access to reporting has the ability to import new reports to the Report Management Center.  These new reports are imported from a file provided by Gnosis Support, a Help Center Article, or another organization using Gnosis. Follow the steps below to complete this process.

1. Save/Obtain the report file (.grepdef) on your PC.

2. Open the Report Management Center and click Import New.

3. Navigate to select the saved file on your PC (.grepdef).

The Gnosis app will open a new screen allowing you to walk through the setup of the new report. This is the same process used to create new reports and edit existing reports where you will view the following pages, clicking Next to move through these setup pages until you click Finish:

Report details: Modify as needed the report Name, Description, Owner, etc. 

Report category: It is recommended to select at least one appropriate category.

Report criteria: If desired you may edit the criteria. Depending on the nature of the report, it might be required to update attribute-related criteria lines in order to point the criteria to the attributes specific to your database.

Report result fields/output:  If desired you may edit the returning fields list. Depending on the nature of the report, it might be required to update attribute-related fields in order to retrieve the attributes specific to your database.

Report format: Upon an initial import, it is recommended to retain the format which came with the report file.

4. Close and reopen the Report Management Center to locate and Run the imported report.