Moving a Report from TEST to PRODUCTION instance of CareRight

This article explains how to move a report from your test environment to a production environment.

1. Set up a report in the test environment as a public report.
2. Make any desired changes then save your own version of the report (i.e., it appears in "My Reports").
3. Export the report from the Test system:
   1. In the Test instance of CareRight, click Dashboard then Reports.
   2. In My Reports, click Export for the report.
   3. Click Save, taking note of the filename and location.
4. Import the report to the Production system:
   1. In the Production instance of CareRight, click Dashboard then Reports.
   2. Click Import.
   3. Click Choose File.
   4. Navigate to the report, select the file and then click Open.
   5. In the Public Report field, select the checkbox to indicate that it is available to all users (unless you wish the report to be run only by you).
   6. Click Import Data.