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Category Administration

Product Version 7.3

Tick Boxes on folders during Admin Export/Import of Reports

Jess Bugarin shared this idea ago

Completed

When using the Admin Export feature to export reports, enable a tick box on each of the folder levels so that all of the reports in one folder or subfolder can be selected at one time.

This will save a tremendous amount of clicks when the "Add All" option isn't what is needed.

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Replies (1)

Mike Sheehan ●

Hi Jess,

I like this idea! Thanks for submitting. We do have another Idea related to simplifying the import process, but I think this recommendation falls outside the scope of that, so I've submitted an additional enhancement request related to this functionality. I've also expanded this Idea to include this option on Import as well.

Any potential updates regarding this will be posted here.

Regards,

Mike

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Jess Bugarin ●

Oh my gosh, it would be amazing to select at least the ones I don't want to import so that I can work through the questions of the ones I do want to import. It's pretty painful right now if you are trying to restore one or two items out of a large export. That would be very nice.

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Mike Sheehan ●

Hi Jess,

If you're only looking for one or two items, when you do a Custom Import, you can just search for the one or two items you need and drag and drop them to the export area:

/dn+oi+ZAAAAAElFTkSuQmCC

Regards,

Mike

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Jess Bugarin ●

Attached is the import screen available to me. Can you tell me which version the import screen you are showing was released in?

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Mike Sheehan ●

Hi Jess,

I believe the screenshot I've attached is similar to how the Import screen looks going back to 7.2. The screenshot you've sent appears to be from 7.1 or earlier. Can you please confirm the version/build in this particular case?

Thanks,

Mike

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Jess Bugarin ●

I'm on 7.3. We have v8 in our UAT environment now and it looks like the screen you showed and is much easier to work through a long list of things that I don't want to get just what I do. Thank you for bringing this to my attention.

When I evaluate the export feature in v8 I can see that I provides options in the Advanced window that meet my idea's requirements, although executed a bit differently. So, I think you've addressed this.

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Mike Sheehan ●

Hi Jess,

Great, thanks for letting us know! This considered I'll go ahead and mark this Completed for now then. Please don't hesitate to reach out with any other questions or concerns.

Regards,

Mike

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