Exporting an inquiry to another database
If your firm is using only one database, inquiries that you create automatically appear on the Inquiry menu for employees whose security settings allow them access.
You only need to export an inquiry when you want to do one of the following:
- Share it with others who are using a different database.
- Back up your custom inquiries before installing an Ajera update that contains Inquiry changes.
To export an inquiry
- From the
> Reports
menu, click Custom Inquiries > Manage Custom Inquiries.
- Click the inquiry that you want to export.
| Note: | To select more than one inquiry, press the Ctrl key while clicking on the next inquiry. |
- Click the Export button.
- Browse to the location where you want to export the inquiry, and click OK. The file name includes a file extension of .iq to indicate that it is an inquiry.
- An employee with access to the other database must now import the inquiry into that database. It then appears on the Inquiry menu for all employees with security access to it.
