Back up and restore report templates in Practice Management
Before you start
Make sure you have the role of Super User or Administrator.
Back up report templates
- SelectTools, thenManage Reports.
- SelectManage Report Templates.
- SelectBackup.
- Choose a location to save the file to.
Restore report templates
- SelectTools, thenManage Reports.
- SelectManage Report Templates.
- SelectNew, thenImport.
- Find your backup file.
- SelectOKto import the report templates.