You can export a ReportBook by saving it to a definition file that can be read by CaseMap. A ReportBook definition file contains the layout of a CaseMap ReportBook. The file does not contain any case data or reports. CaseMap ReportBooks files have a .cmrbk extension. When you import this file into CaseMap, CaseMap will create a new ReportBook from the definition file.
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Before deleting or modifying a ReportBook from a case, you may want to save a backup copy in the network folder where you store reports and other case information. Once you delete a ReportBook, the only way to restore it is to retrieve it from a backup of the case.
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| 1. | On the Reports menu, click ReportBooks. |
| 2. | On the shortcut menu, click ReportBook Tools, then click Export and Import, and then click Save a ReportBook Definition to a File. |
| 3. | In the Select a ReportBook dialog box, click on the ReportBook you want to export to a file, then click OK. |
| 4. | In the Save As dialog box, navigate to the folder where you want to store the output file, then click Save. |
| 5. | In the message box to confirm the export, click OK. |
The ReportBook file is now saved in the folder you selected.
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| 1. | On the Reports menu, click ReportBooks. |
| 2. | On the shortcut menu, click ReportBook Tools, then click Export and Import, and then click Email a ReportBook Definition. |
| 3. | In the Select a ReportBook dialog box, click on the ReportBook you want to email, then click OK. |
A Microsoft® Outlook email automatically launches with the ReportBook file included as an attachment. The email also includes an explanation of the ReportBook file and how to import it into a CaseMap case.
You can now email the ReportBook to recipients who want to import this layout and use it in another case.
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| 1. | In CaseMap, open the case for which you want to import a ReportBook file. |
| 2. | On the Reports menu, click ReportBooks. |
| 3. | On the shortcut menu, click ReportBook Tools, then click Export and Import, and then click Import a ReportBook Definition from a File. |
| 4. | In the Select a ReportBook Definition file to Import dialog box, navigate the folder where the file is stored and select it, then click Open. |
| 5. | In the message box to confirm the import, click OK. |
The imported ReportBook file is now listed in the Availabe ReportBooks box in the Manage ReportBooks dialog box.
You can now generate this ReportBook to gather date for this case.
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To import a ReportBook .cmrbk file, you must have CaseMap v5.0 or higher installed on your computer.
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