Importing reports

As well as the standard list of available reports, CRB Cunninghams are able to produce custom reports to fulfil your specific requirements. Once created, these reports will be sent to you and need to be imported into your system for you to access them.

*If you require a bespoke report to be created, contact your account manager for your options. Alternatively, use the green feedback button in the top-right of the screen to raise it as a suggestion.

To import a report:

1. Press the Import button in the top-right corner of the Reports screen.
   
2. Find and select the file that you have been sent. This file is an .ird file and only these files will be displayed by default. Once you have selected the file, press the Open button.
   

*You are only to import one report at a time. If you have multiple reports to import, repeat this process for each file.

3. After the file has been selected, you will have the opportunity to give the report a new name, category, and description. If you wish to make any changes, do so, and then press OK
   
4. After pressing OK, your report will be imported. Press OK to complete the process. Your report will now be listed