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Import, Export, and Reuse

AutoROICalc reports can be moved or reused through ARC files. The app supports two related export formats: a report configuration export and a report bundle export. Both can be imported through the Report Import page, but they are intended for different scenarios.

Import a Report

Report Export Options

Option What it includes Best for
Export report The report configuration only. Reusing the same report structure with existing records in another account or environment.
Export as bundle The report configuration plus related records. Moving a working report together with the data needed to reproduce it.
Import a report Reads an exported .arc file and creates a report from it. Restoring a report, copying a report setup, or importing a report bundle.

Export Report

Use Export from the report list when you want to download the report configuration as an ARC file. This export contains the report setup, such as period, time base, report items, enrichment, automation, layout, widgets, name, description, and tags.

It does not include the records used by the report.

Use this option when:

  • The destination account already has matching records.
  • You want to reuse a report structure as a starting point.
  • You are moving configuration between test and production environments.
  • You want a backup of the report setup without copying data.

Export as Bundle

Use Export as bundle when the report should be exported together with the records used by that report. Before downloading the bundle, the app shows a summary with the report name, record count, and approximate bundle size.

A report bundle includes:

  • Report configuration
  • Related records
  • Bundle metadata such as exported date, record count, and approximate size

Use this option when:

  • You need to reproduce the report with its source data.
  • You are preparing a portable demo or support package.
  • You want to move both the report and its relevant records to another account.

Bundles can contain business data

A report bundle can include records and custom data. Treat bundle files as data exports and share them only with trusted recipients.

Import a Report

The Report Import page accepts .arc files exported by AutoROICalc. During import, the app detects whether the file is a report configuration or a report bundle.

The import workflow has three steps:

  1. Select the .arc file.
  2. Review the detected import summary.
  3. Confirm the import and review the result.

For a report configuration export, AutoROICalc imports one report. For a report bundle, AutoROICalc imports the report and then imports the bundled records in chunks. The result summary shows imported reports, failed reports, imported records, duplicate records, and failed records.

Choosing the Right Format

Use this rule of thumb:

Goal Recommended option
Copy only the report structure Export report
Copy the report and its data Export as bundle
Restore an exported report Import a report
Create a reusable starting point for many users Save as template
Install a complete prepared workflow One-click solution

Next Steps

Managing Reports Report Templates One-Click Solutions