- In AE/AO, select Reports > Report Export & Import on the toolbar. The Report Export & Import window opens.
- Navigate and select the report to be exported.
Click 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).
- Once the report to be backed up is highlighted, click Export. The Export Report window opens.
Select the location where you want to export the report.
- Enter the exported report’s filename.
- Click Save.
- Click OK. The backup/export is complete.
We recommend specifying one central location for your reports so they can be easily restored if needed.