{"id":4595,"date":"2019-05-20T17:27:40","date_gmt":"2019-05-20T21:27:40","guid":{"rendered":"http:\/\/certek.com\/kb4\/?p=4595"},"modified":"2023-06-15T10:41:06","modified_gmt":"2023-06-15T14:41:06","slug":"install-a-custom-report","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/install-a-custom-report\/","title":{"rendered":"Install A Custom Report"},"content":{"rendered":"<p>In order to use a report the Support Team has created for you, you&#8217;ll need to install it in Artisan.<\/p>\n<h3><strong>Installing a Custom Report<\/strong><\/h3>\n<p>The Support Team will email you your report or include it as an attachment in your Support Ticket. From any computer that is running Artisan and is connected to your current data, follow these steps.<\/p>\n<p><strong>Step 1: Save the .xml file locally<\/strong><\/p>\n<p>Save the .XML file to a place where you can easily locate it, such as your Documents\\Artisan folder.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2022-09-06_15h22_47.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-16042 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2022-09-06_15h22_47.png\" alt=\"\" width=\"616\" height=\"246\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2022-09-06_15h22_47.png 616w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2022-09-06_15h22_47-300x120.png 300w\" sizes=\"auto, (max-width: 616px) 100vw, 616px\" \/><\/a><\/p>\n<p><strong>Step 2: Import into Reports<\/strong><\/p>\n<p>From the &#8220;<strong>Main Menu<\/strong>,&#8221;\u00a0 choose &#8220;<strong>Reports<\/strong>&#8221; and &#8220;<strong>Report Designer<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_12h38_56.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-4596 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_12h38_56.png\" alt=\"\" width=\"171\" height=\"175\" \/><\/a><\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_12h39_08.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-4597 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_12h39_08.png\" alt=\"\" width=\"163\" height=\"171\" \/><\/a><\/p>\n<p>Click on &#8220;<strong>F3 &#8211; Add A New Record<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_12h39_20.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-4598 \" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_12h39_20.png\" alt=\"\" width=\"254\" height=\"66\" \/><\/a><\/p>\n<p>Click on the &#8220;<strong>Import Form<\/strong>&#8221; button.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_12h39_35.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-4599 size-full\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_12h39_35.png\" alt=\"\" width=\"651\" height=\"515\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_12h39_35.png 651w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_12h39_35-300x237.png 300w\" sizes=\"auto, (max-width: 651px) 100vw, 651px\" \/><\/a><\/p>\n<p>Select the file from the File Chooser.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h01_52.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-4600 size-full aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h01_52.png\" alt=\"\" width=\"595\" height=\"346\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h01_52.png 595w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h01_52-300x174.png 300w\" sizes=\"auto, (max-width: 595px) 100vw, 595px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h02_09.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-4601 size-full aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h02_09.png\" alt=\"\" width=\"595\" height=\"346\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h02_09.png 595w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h02_09-300x174.png 300w\" sizes=\"auto, (max-width: 595px) 100vw, 595px\" \/><\/a>\u00a0\u00a0<a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h02_42.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-4602 size-full\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h02_42.png\" alt=\"\" width=\"595\" height=\"346\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h02_42.png 595w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h02_42-300x174.png 300w\" sizes=\"auto, (max-width: 595px) 100vw, 595px\" \/><\/a><\/p>\n<p>Choose the correct &#8220;<strong>Report Group<\/strong>&#8221; category. This grouping helps specify security and report groups. Note the other options on this form as well.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h06_27.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-4603 size-full aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h06_27.png\" alt=\"\" width=\"662\" height=\"517\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h06_27.png 662w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h06_27-300x234.png 300w\" sizes=\"auto, (max-width: 662px) 100vw, 662px\" \/><\/a><\/p>\n<p>Click &#8220;<strong>Save<\/strong>.&#8221; Your new report should appear on the &#8220;<strong>Report List<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h14_42-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-4605 size-full aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h14_42-1.png\" alt=\"\" width=\"611\" height=\"530\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h14_42-1.png 611w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h14_42-1-300x260.png 300w\" sizes=\"auto, (max-width: 611px) 100vw, 611px\" \/><\/a><\/p>\n<p>Click on &#8220;<strong>Custom Reports<\/strong>&#8221; from the &#8220;<strong>Reports<\/strong>&#8221; menu.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h16_45.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-4606 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h16_45.png\" alt=\"\" width=\"202\" height=\"212\" \/><\/a><\/p>\n<p>Choose your new report from the list.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h21_49.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-4608 size-full aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h21_49.png\" alt=\"\" width=\"358\" height=\"412\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h21_49.png 358w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/2019-05-20_13h21_49-261x300.png 261w\" sizes=\"auto, (max-width: 358px) 100vw, 358px\" \/><\/a><\/p>\n<p>From your Report, you can perform all the normal report activities, such as exporting the data to a file. Some reports, like this Vendor Export file, are designed to do just that.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/Step-11.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-4609 size-full aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/Step-11.png\" alt=\"\" width=\"526\" height=\"682\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/Step-11.png 526w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2019\/05\/Step-11-231x300.png 231w\" sizes=\"auto, (max-width: 526px) 100vw, 526px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In order to use a report the Support Team has created for you, you&#8217;ll need to install it in Artisan. Installing a Custom Report The Support Team will email you your report or include it as an attachment in your Support Ticket. From any computer that is running Artisan and&#8230;<\/p>\n","protected":false},"author":11,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[378],"ht-kb-tag":[],"class_list":["post-4595","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-report-designer"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/4595","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=4595"}],"version-history":[{"count":6,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/4595\/revisions"}],"predecessor-version":[{"id":17132,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/4595\/revisions\/17132"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=4595"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=4595"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=4595"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}