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Backing up/exporting Reports

To export a report
  1. In AE/AO, select Reports > Report Export & Import on the toolbar. The Report Export & Import window opens.
  2. Navigate and select the report to be exported.
    beside the report area you want to export from (e.g., Client).
    Click the report sub-area that contains the report you want to export (e.g., Client list).
  3. Once the report to be backed up is highlighted, click Export. The Export Report window opens.
  4. Select the location where you want to export the report.

  5. Enter the exported report’s filename.
  6. Click Save.
  7. Click OK. The backup/export is complete.

We recommend specifying one central location for your reports so they can be easily restored if needed.

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