How to Back up and Restore a Report in Acumatica

Posted by Mike Aichinger on December 22, 2015

It’s important in any ERP system to make backups. Not only do you want backups of your data, it’s a good thing to have backups of important tools in your system; such as, queries, reports, etc. Acumatica makes it easy, in just 5 steps you can easily make a backup of your Acumatica report, which also includes any security settings that go along with the report. With this simple backup process in Acumatica, you’ll never have to worry about losing or having to redo a report again.

Within this tutorial, you will learn how to:
Back up a Report in Acumatica
Restore an Acumatica Report

Steps to Back up a Report:

*For this tutorial, we are using a Purchase Order Report

1. From the “Options” in the toolbar, select “Edit Report”. This action will prompt the following choices:

2) Select the “Open” button to open the Report Designer

3) You will be prompted to enter your password to open the Report Designer

4) Once Report Designer is open, select the “Save As” option from the File menu

5) Save the file in the appropriate folder (be sure to save the file as an “.rpx” file)

Restore an Acumatica Report

Let’s say you made modifications to the out of the box, Cash Account Details report in Acumatica.  Later you decide you’d like to use this modified report in another Acumatica instance; or worse, someone accidentally deletes your report and you need to restore it. 

Acumatica makes it easy to restore a report, here’s how:

1) To restore the Acumatica report, locate the .rpx back up file and double click on it

2) The Acumatica Report Designer will launch without prompting for credentials. To save the report in the new instance, go to the File menu and select “Save to Server”

3) In the next screen, type the URL of the Acumatica instance and the version description

4) Check the “Save as new version” option

5) Enter your login credentials

6) Select the “OK” button

7) Now with the report saved in the Acumatica server, include it in the appropriate module in the Site Map

8) Once added, you can change the security access if needed as, as you would for any report or query added to the system

Looking for more Acumatica tips?

Read more Crestwood Blog Posts about Acumatica.

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