You can import a custom report using Report Designer. To import a report, the data model must be in draft mode. For more information, refer to Working on a Draft.

To import a report:

  1. In Reports Designer, expand the Records Manager Cluster node in the left pane and select the matter to which you want to import the report design file.

  2. On the Reports tab, select Import Report.

  3. In the import dialog, select the matter to which the imported report should be added.

  4. Select the previously exported report file with the browse button.

  5. Specify the name to assign to the imported report.

After you've imported the custom report, you should make the report available for use in the Records Manager clients.