# Backup & restore report config

Inforiver allows you to import/export the visual configuration as a JSON file. The JSON file can be saved to your local system and also shared with other users.

Inforiver Writeback matrix allows you to configure capturing and restoring all the visual content of the report while exporting the report through the **Config** option in the Backup section, such as

* Custom rows
* Custom columns
* Forecast measures
* Conditional Formatting applied
* Writeback

### 1. Backup report config

a) In the 'Export' tab of the toolbar, click 'Config' in the 'Backup' section. Select 'Backup report config' to backup configurations.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FvfCZN0DZKQMsHvETXSZC%2FConfig1.png?alt=media&#x26;token=3ce0b8bc-7ee2-4e87-815d-6e70ac0be290" alt=""><figcaption><p>Backup report config</p></figcaption></figure>

b) A pop-up appears showing a warning, click 'Download'.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2F9hzcwkkDB8nmutMQDQ81%2FDownload.png?alt=media&#x26;token=0be99662-08ac-4ec9-82af-2448673ce8ce" alt=""><figcaption><p>Pop-up</p></figcaption></figure>

c) Your visual data will be downloaded in a .JSON format which can be used in other reports.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FhaNFAi7z6JHFOVRfDh5L%2Fjson.png?alt=media&#x26;token=1f08fa2a-1301-4219-93ab-c8c78d5799aa" alt=""><figcaption><p>JSON file</p></figcaption></figure>

### 2. Restore report config

To restore and apply the configurations from an exported .JSON file, follow the steps given below:

a) To a blank Inforiver visual, add a field to enable it. In the 'Export' tab of the toolbar, Click 'Config' in the 'Backup' section. Select 'Restore report config' from the drop-down.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2F3Hph4AB10zemLZtW2HZ1%2Frestore.png?alt=media&#x26;token=f0f802c2-e331-4987-9fa5-23bd9188c708" alt=""><figcaption><p>Restore report config</p></figcaption></figure>

b)  Click 'Upload' and navigate to the location of the exported config file.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FJp8W0aFjOoioOHTqbFEl%2FUpload.png?alt=media&#x26;token=9d36381f-af93-41d3-bd15-27f831559b45" alt=""><figcaption><p>Upload .JSON file</p></figcaption></figure>

c) Select the .json format exported file and click 'Open'.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FRVFVuwejfpwyq9zS92bX%2FJson.png?alt=media&#x26;token=9c63129f-1a25-47d2-8a43-5946d68b1881" alt=""><figcaption><p>Upload .JSON file</p></figcaption></figure>

d) It shows a warning message since we have not mapped the data fields correctly. You can see which fields need to be added.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FQS997MNNxUNYbPdslH4k%2FWarning.png?alt=media&#x26;token=8579c5b5-57e7-402f-9e0a-ecfdea547207" alt=""><figcaption><p>Warning message</p></figcaption></figure>

e) As you add the fields, the red cross will turn to green ticks. Click 'Apply'.

{% hint style="info" %}
Even if the added data fields are not an exact match, you can still apply the configurations by clicking on the 'Apply Anyway' option. &#x20;
{% endhint %}

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FHe0Vk27qIp9Kk2e8HPdn%2FGreen.png?alt=media&#x26;token=ff0b8f8f-2590-4a6d-9760-efa9a5e44dc6" alt=""><figcaption><p>Adding fields</p></figcaption></figure>

f) Select 'Yes' to apply the imported configuration. Note that this action cannot be undone.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2F9DgfZuLTqSx9lKnuwNPw%2FRestore%20config.png?alt=media&#x26;token=e13a88f9-b33e-451c-9b0c-041c4f5e2128" alt=""><figcaption><p>Restoring config</p></figcaption></figure>

h) Your visual gets updated with the configurations from the exported file.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2Fam7sQP0WNCf2gmBuidS4%2FRestored%20file.png?alt=media&#x26;token=b239e2d3-2c21-4627-b829-3a48dd4a788c" alt=""><figcaption><p>Restored configuration</p></figcaption></figure>

Except for

* Infobridge measures
* Scheduled backup measure

All other customisations applied to the visuals can be configured and restored, which will be backed up and made available in the new visual.

{% hint style="info" %}
Another option to reuse report configurations is using the [Enterprise Themes](https://docs.inforiver.com/advanced-topics/enterprise-themes) feature. You can easily create and add custom themes to the repository which can be accessed by others in the organization.&#x20;

Note however that not all the configurations can be saved as a theme. Only the properties in general, hierarchy and number tabs of display settings, toolbar options in Report+, and a few others can be saved.&#x20;

The Enterprise themes option is available only in Inforiver Writeback Matrix.&#x20;
{% endhint %}