Questions Exporting Reports to Other Companies

Hi Beaker,

I used to think the same thing because, as you pointed out, there is no export button on the Row Sets or Column Sets screens in Acumatica.

But, if you look on the Report Definitions screen, you will notice that there is an option to Export as XML:

If you do this, then the exported XML will included not only the Report Definition itself, but also the Row Set, Column Set, and Unit Set that are used by the Report Definition.

So the Export as XML option allows you to export one report at a time.

If you want to package a bunch of financial reports together into one export file, then you just need to use a Customization Project:

1. Go to the SYSTEM -> Customization -> MANAGE -> Customization Projects screen
2. Click the + button to create a new Customization Project and call it something like "FinancialReports" (you aren't allowed to have any spaces)
3. Click the Save icon
4. Click the hyperlink in the Project Name column for the Customization Project that you just created (this will open another window)
5. In the new window, select Analytical Reports on the left-hand side, then click the + icon, select the reports that you want to include in the Customization Project, and click the SAVE button like this:
   
6. Then you can close the window and, back on the Customization Projects screen, highlight the row with your Customization Project and click the EXPORT button like this:
   
7. It will then ask you where you want to save the .zip file and you can put it somewhere on your computer (like your desktop)

Now, to import that Customization Project into a new company:

1. Go to the SYSTEM -> Customization -> MANAGE -> Customization Projects screen
2. Click the IMPORT button, click the Choose File button and browse to the file that you just downloaded to your computer, and click the UPLOAD button like this:
   
3. Then, check the checkbox next to the Customization Project that you just imported, click the down arrow next to the PUBLISH button, and select Publish to Multiple Companies like this:
   
4. Then, in the window that pops up, select the companies that you want to publish these financial reports to and, on the bottom, check the Database Only and Publish with Cleanup boxes, and click OK like this:
   
5. There, you just published a whole set of financial reports to a new company with just a few steps.

Note: If you notice in the previous screenshot, you can publish to other companies in the same Acumatica instance. So, if your companies are on the same Acumatica instance, you can go straight from #5 in the first section to #3 in the second section and save yourself the steps of having to put the .zip file somewhere on your computer.

Ok, this post is getting to long and is turning into a "blog post". I'll stop here.

Acumatica Version 6.10.0472 used when composing this response

Wow, this is awesome. Thanks!

I actually have a whole set of financial reports that I've created, so I'm going to try the Customization Project method that you outlined.

Wish me luck!

Good luck!

Would this process work with custom reports using Report Designer?

Absolutely, just use the Reports area rather than the Analytical Reports area.