How do I share a custom report with another Prophet user?

To share the reports you create with others, you will need to export the report. This will compress it into a file that you can then email other users, who can then import that file.

Step 1: Exporting a Report In your Contact, Company or Opportunity Manager, click the arrow next to TOOLS and select “Import and Export Wizard.”

Prophet CRM: Import and Export Wizard View

Then choose “Export Prophet Report” and click Next.

Prophet CRM: Export Prophet Report View

Then choose the CATEGORY and Report NAME and click EXPORT after making note of where the report will export TO. You can change this location by clicking Browse.

Prophet CRM: Export Prophet Report View

The report will then be exported and you will get the following confirmation message:

Prophet CRM: Export Report Processing View

Now follow the filepath indicated above, in this case: C:\Users\amandab\Documents\Technologies\Prophet\Reports\Opportunities and right-click on both the .rpx and XML files.

Prophet CRM: Find Files View

Select Send to > Mail Recipient and an email will open with the two files attached. Email to the user(s) you want to share the report with.

Prophet CRM: Send Files to Recipient View

Step 2: Importing a Report: To import a report, first you need to save the files that were emailed to you somewhere on your computer (desktop is fine).

Then click the arrow next to TOOLS and go to “Import and Export Wizard.”

Prophet CRM: Import Export Tool Menu

Choose “Import Prophet Report.”

Prophet CRM: Import Prophet Report View

Then click Browse to find the file you saved to your desktop (or elsewhere) and click Import.

Prophet CRM: Import Prophet Report Dialog Box

A message will let you know when the import was successful. You can now find that report in your Report Manager under the proper category.