How to Import Reports/Checklists

Prerequisites. 

• Have administrator permissions: You can view, edit, modify, and delete all portal user and configuration settings.  

How to give user permissions: How to Give User Permissions

• Login to the portal with the following link: https://portal.mobohubb.com/.

How to log in? If you want to know how to log in, you can find out at the following link: How to Login to the Portal

How to Import Reports/Checklists

Step 1.

Navigate to this panel and go to the menu on the left side of your screen, then select the “Report/Checklist” option.

 

Step 2.

After clicking on the “Report/Checklist” button, the following view will be displayed, where we will see all the existing reports. We will navigate to the “Options” button located at the top right of the screen, and after clicking on it a list of options will appear. We will click on “Import”.

Step 3.

After clicking on the "Import" button, a new section will appear in the view. We will click on the blue link "Download Template", and after clicking the file, the download will begin.

Step 4.

When we finish downloading the template, we will open the Excel file with the name “Form_report”, in which we will fill out all the information and configuration of the report.

Note: Each row is a separate report.

We must “save” the file in a place where we can easily find it.

Step 5.

After saving the file, click on the “browse” button. A window will appear where you must search for the "Form_report" file on your computer and select it.

Step 6.

After selecting the file, we will navigate to the "Import File" button, and after clicking on it, all the reports written in the Excel file will be loaded.

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