Manually Import/Export Dashboard and Reports

Table of Contents

Overview #

Reports and Dashboards can be imported and exported to share with other toxiCALL® users.

Quick Summary for detail later. The import is done from the list of reports/dashboards. The Export must be done from the designer using Save As.

Case Validation Rules and Search Filters

Case Validation Rules and Search Filters can also be manually exported. Please click here for details on that process.


Discover more from toxiCALL® 5 Updates #

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