There are occasions where you might be interested in sharing a reporting template with others in different organisations. In this case, we have made it easy to download a skeleton of information requirements, which can then be imported by other organisations if you choose to share it with them.

To do so, go to your repository and select the report that you want to share. While in the tabular view, select 'Json Form' from the 'More Actions' tab on the top-right of the screen.

A pop-up will appear containing a Json object - similar to a spreadsheet - which contains all the questions and conditions. Press 'Copy to Clipboard'.

At this stage, go to the repository in the new organisation. select a 'New Survey' and from there, 'Import' which can be found on the top row of buttons.

Paste the Json that you copied previously into this box and press continue.

The system will then process the Json into a list of questions and conditions as shown below. Press 'Confirm & Import' to complete the process. At this stage, the reporting template will then be ready for you to amend or publish and from there you can receive responses or import data.

Did this answer your question?