Search
Search Practice Management Support Help and Support.

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

  1. Select
    Tools
    , then
    Manage Reports
    .
  2. Select
    Manage Report Templates
    .
  3. Select
    Backup
    .
  4. Choose a location to save the file to.

Restore report templates

  1. Select
    Tools
    , then
    Manage Reports.
  2. Select
    Manage Report Templates
    .
  3. Select
    New
    , then
    Import
    .
  4. Find your backup file.
  5. Select
    OK
    to import the report templates.