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Docs  /  Excel Report Builder  /  Edit Evaluations  /  Extended

 Copy, Export & Import


2025/04/14 • 5 min. to read

Copy

Via this action, a copy of the evaluation can be created.

  • Copy from
    CodeSpecifies the code of the existing evaluation to copy from.
    DescriptionSpecifies the description of the existing evaluation.

    Copy to
    CodeSpecifies the code for the new evaluation.
    Code already ExistsSpecifies whether an evaluation with the code already exists. An additional confirmation is necessary for replacing an evaluation.
    DescriptionSpecifies a description for the new evaluation.

    Options
    Include User PermissionsSpecifies whether the evaluation should be copied with or without User Permissions. For more information, see Edit Evaluations, Extended, User Permissions.
    Keep User PermissionsSpecifies whether existing User Permissions of an evaluation should be retained when replacing an evaluation.
    Include User AssignmentsSpecifies whether the evaluation should be copied with or without User Assignments. For more information, see Edit Evaluations, Extended, User Assignments.
    Keep User AssignmentsSpecifies whether existing User Assignments of an evaluation should be retained when replacing an evaluation.
    Include User FiltersSpecifies whether the evaluation should be copied with or without User Filters.

Copy to Companies

Via this action, the evaluation can be copied to other companies.

  • Copy from
    CodeSpecifies the code of the existing evaluation to copy from.
    DescriptionSpecifies the description of the existing evaluation.

    Copy to
    No. of CompaniesSpecifies the number of companies to which the evaluation is to be copied. Click on the field to add or remove companies.

    Options
    Ignore Change ProtectionSpecifies whether the evaluation should also be copied to companies where the change protection is activated for the evaluation.
    Keep User PermissionsSpecifies whether existing User Permissions of an evaluation should be retained when replacing an evaluation. The option is fixed and cannot be changed. For more information, see Edit Evaluations, Extended, User Permissions.
    Keep User AssignmentsSpecifies whether existing User Assignments of an evaluation should be retained when replacing an evaluation. The option is fixed and cannot be changed. For more information, see Edit Evaluations, Extended, User Assignments.

Export

This action can be used to export an evaluation to a file or multiple selected evaluations to a zip file.

  • Export from
    CodeSpecifies the code of the evaluation to be exported.
    DescriptionSpecifies the description of the evaluation to be exported.
    Selected EvaluationsSpecifies the number of selected evaluations. The field is only displayed when evaluations are exported to a zip file.

    Export to
    File NameSpecifies the name for the file.

    Note

    Excel Report Builder files have the file extension .nce. NCE stands for NAVAX Consulting Excel Report Builder.
    Export without CodeSpecifies whether the evaluation should be exported without code. If the code is not exported, a code for the evaluation must be specified when the file is imported later.

    Options
    Include User PermissionsSpecifies whether the evaluation should be exported with or without User Permissions. For more information, see Edit Evaluations, Extended, User Permissions.
    Include User AssignmentsSpecifies whether the evaluation should be exported with or without User Assignments. For more information, see Edit Evaluations, Extended, User Assignments.
    Include User FiltersSpecifies whether the evaluation should be exported with or without User Filters.

Import

This action can be used to import an evaluation from a file or multiple evaluations from a zip file. It is also possible to import old NC Cube files. For more information, see Appendix, Import old NC Cube files.

  • Import from
    ProgressShows the progress when importing from a zip file. The field is only displayed when evaluations are imported from a zip file.
    DescriptionSpecifies the description of the evaluation to be imported.

    Import to
    CodeSpecifies the code for the new evaluation.
    Code already ExistsSpecifies whether an evaluation with the code already exists. An additional confirmation is necessary for replacing an evaluation.
    Import all with specified CodeSpecifies whether all evaluations for which a code is specified should be automatically imported with that code if no evaluation with that code yet exists. The field is only displayed when evaluations are imported from a zip file.

    Options
    Include User PermissionsSpecifies whether the evaluation should be imported with or without User Permissions. For more information, see Edit Evaluations, Extended, User Permissions.
    Keep User PermissionsSpecifies whether existing User Permissions of an evaluation should be retained when replacing an evaluation.
    Include User AssignmentsSpecifies whether the evaluation should be imported with or without User Assignments. For more information, see Edit Evaluations, Extended, User Assignments.
    Keep User AssignmentsSpecifies whether existing User Assignments of an evaluation should be retained when replacing an evaluation.
    Include User FiltersSpecifies whether the evaluation should be imported with or without User Filters.
    Include non-existent UsersSpecifies whether the user-related settings should also be imported for users that do not exist.

    Note

    If the option is enabled, the data should be manually revised and assigned to the correct users after the import.

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