Importing New Reports

From time to time, new reports can become available through the Advanced Reporting module (Ready Pay only, not Ready Pay Lite) or custom report designed by the Ready Pay team following a specific request.

Custom Reports

In order to import a custom report file it must have a .WLT extension.
Usually a new report will be supplied to you via email attachment.
You will need to save the file with a .WLT extension.
The import process via the Report Transfer Wizard, as described in the following steps.

Importing a Custom or New/Updated Standard Report

Custom reports will be emailed to you and are available for downloading by choosing the Import from File option from the Report Transfer Wizard once you have saved them locally.

New or Updated reports will be made available by choosing the Import from Web option from the Report Transfer Wizard.

Importing a New/Updated Standard Report:

In Report Explorer click the Import Report button on the toolbar.

 

1. Once the Report Transfer Wizard window is open, select Import from the Web, then click Next.
   
   
   
   
2. Locate the required report from the displayed list of report updates, then either click on the associated Date to the left, and click the download button.
   
   
   
   
3. The next window indicates that the Import process has loaded the report/s selected.
   Note that if this is not the report you required, you can highlight the report name, click Delete All to remove the selection, then click OK to close the Report Transfer Wizard window.
4. When you are ready to import the report, click Save All.
   This will either overwrite an existing report if it has the same name, or will add the report to the list of available reports.
   
   
   
   
5. Click OK to close the Report Transfer Wizard.
   
   

Note: A file import can also be achieved by going to Navigator | Tools | Import - this will open the Select an Import File window in which you locate the .wlt file for import. New/Updated Standard report imports will be saved in the relevant folder in report Explorer.

 

Importing a Custom Report

On the Ribbon Bar in Tools and Settings click the Importbutton .

 

1. Once the Select an Import Filewindow is open, browse to the location where the .WLT file was saved and select the file.
   The Report transfer Wizard screen will open.
   If the Filename Location is incorrect you can browse to correct it here.
   if it is correct click on Next.
   
   
   
2. Repeat Steps 3, 4 & 5 from Importing a New/Updated Standard Report above.
3. The Custom Report will be saved in Report Explorer > User Reports folder.
   
   
   
   

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