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exporting report definitions

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    #1

    exporting report definitions

    I have two companies (called big company and small company) - so two projects in QRB - both using same version of QB. I created an accounts receivable aging report in the small company (project) from the standard QB report "OpenInvoices" - table Qbreport_openinvoices4.

    Then, from the small project, I exported my report to a filename using "Export a Report Definition" from the QRB home page; then, from the big project, I tried to import that filename - but got the message "report can't be imported because it is based on the table "Qbreport_openinvoices4" and this table does not exist in the big project.

    I don't understand why it doesn't exist - when I refreshed the big company to QRB - the initial and total refresh - the list of tables that failed to be brought over to QRB did not include this table. After the refresh is done and it shows you what tables were refreshed and what tables failed it also asks if you want a report of the results - I said Yes and the report said "tables successfully refreshed (0 tables): There were no tables that could not be refreshed". I have no idea what this means. If I go into the big project now and start to create a report, I see lots of tables to pick from and also see OpenInvoices in green (indicating that it is a standard QB report).

    Any advice would be appreciated - please be specific and don't be scared of "talking down to me", as I am as new as new can be and not very experienced at using things like QRB. If it would take too long to respond in writing and you would be willing to help me on the phone, I will call you back so that I incur the charges rather than you.

    Thanks,

    Buddy Schaefer
    864-286-3396 (EST)
    Tags: None
    #2
    Re: exporting report definitions

    Buddy

    Welcome to the QReportBuilder forum.

    When you export the report, there are 2 options to use. One is for the report only, the second is for the report and the data. Choose the second option.

    Then when you import into the other project, you'll have the data file (data and structure) needed.

    That data file will have data from the first project and the data structure. You can then refresh in the new project and the data will now have the proper data in it.

    It sounds like you added a table in the first project - perhaps by importing or creating a new table?

    Hope that helps.
    Al Buchholz
    Bookwood Systems, LTD
    Weekly QReportBuilder Webinars Thursday 1 pm CST

    Occam's Razor - KISS
    Normalize till it hurts - De-normalize till it works.
    Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
    When we triage a problem it is much easier to read sample systems than to read a mind.
    "Make it as simple as possible, but not simpler."
    Albert Einstein

    http://www.iadn.com/images/media/iadn_member.png

    Comment

      #3
      Re: exporting report definitions

      To Al:

      Thanks very much - that worked.

      Regarding your question at the end of your reply - no, I did not import or create a new table in the first project. I assume the table qrbreport_openinvoices4 has a "4" at the end because I may have attempted 4 times to create my report by using the std. QB Open Invoices report.

      I'm signed up for the 10:00 a.m. EST webinar tomorrow (I think my sign-in was successful) so will hold future questions till then.

      Thanks again.

      Buddy

      Comment

        #4
        Re: exporting report definitions

        Buddy

        Glad that worked.

        A benefit of asking questions and getting answers here is that it provides a knowledge base for all. And is 24/7...

        I look forward to talking to you at the webinar also.
        Al Buchholz
        Bookwood Systems, LTD
        Weekly QReportBuilder Webinars Thursday 1 pm CST

        Occam's Razor - KISS
        Normalize till it hurts - De-normalize till it works.
        Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
        When we triage a problem it is much easier to read sample systems than to read a mind.
        "Make it as simple as possible, but not simpler."
        Albert Einstein

        http://www.iadn.com/images/media/iadn_member.png

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