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This table is using the 'Resource' type for person, the 'Text' type for the role and 'Date' type for the date involved field.
Importing a report template from another Canopy instance
If you have built a report template in another instance of Canopy, or if CheckSec Support send you one (typically as a JSON file) you can export/import it as follows:
| Code Block |
|---|
# List the templates installed
canopy-manage templatedocument --list
# Export a specific template
canopy-manage templatedocument --export $id $template.json
# Import a specific template
canopy-manage templatedocument --import $template.json |
| Info |
|---|
If you receive errors regarding uuid values, edit the exported $template.json file and replace all of the uuid values with null. |
XML mapping document
Once a Report template has been built, the XML mapping document can be exported from Canopy. This is a combination of the custom report structure, Canopy's default data model and any other custom fields (REF). This document can be exported by clicking on the Download XML button in the follow screen:
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