Importing a Custom Report Writer template or exporting a template to send to another school

This article explains how to import a custom report template from another Arbor school and how to export your own report template to share with others. It details the steps for both importing and exporting templates using the Custom Report Writer feature in Arbor.

Importing a report

If another Arbor school has shared a custom template with you or you want to import a template we've sent to you, you can do this from the Custom Report Writer. 

You'll first need to download the template and save it to your computer. Please note that you won't be able to open the report like you would an Excel document, for example, so once you've saved it to your computer, you'll need to:

1. Head to School > Custom Report Writer. 
2. Click the Create New Report button in the top-right corner of the page
   
   
   
   
   
3. On the slide over, click Import (the bottom option)
   
   
   
   
4. Click Browse to select the template file from your computer (the file will be in the .report format)
5. Click the green Import button to confirm the upload.
   
   

You are now taken to the report you just uploaded. From here, you can view, edit, share, and download the report.

Exporting a report to share with another school

Select the report on the All Reports page and go to Export from the Left-hand menu. Click the green button to download the template.

You can then email this report externally to anyone who also uses Arbor who needs to create the same report.

I'm getting an error and can't export

Please see our guidance here: Why can't I export my Custom Report template?