Copying reports between instances

johnrob18 · ‎01-23-2018

I have built a new OOB Jakarta Instance.

I would like to copy all scheduled reports from our test environment (on Istanbul) to this environment.

Cannot use Clone as we are building new environment from scratch.

I have read about exporting single report to XML but do not understand how to import. Can you advise?

I would actually like to copy all reports en-mass (89 reports) as opposed to doing one at a time - can I do this?

SanjivMeher · ‎01-23-2018

Type sys_report.list in system navigator. It will give you all the reports in your system

Add the required filter, for ex i have added a filter all the reports updated by xuejia. After then right click on header and export->XML.

Now go to your target instance and again type sys_report.list. Right click on header and you will see Import xml. click on that and import the xml you exported.

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Jeff316 · ‎11-02-2018

I don't think this will include any records on the related lists of the report record. For example, lets say you shared your report with 3 groups. Those 3 records on the related list that share the report will not be captured in the xml. You would have to also export to xml any related lists that are part of the report such as when you share a report. See the related list on the report record called "Report Users and Groups". That is one for sure, there may be other related records created when you create a report that are not part of the report export to xml.