How do I export a report design to XML to be imported to another instance
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎10-03-2017 10:26 AM
How do I export a report design to XML... I see how to export the report results, but not the report design to be imported to another instance.
Also, can a dashboard be exported?
- Labels:
-
Analytics and Reports

- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎10-03-2017 10:35 AM
For the report, I recommend an update set to move between instances. Make yourself a local update set, set it active, make a modification to the report, and then mark the update set complete. You can then use standard import set retrieval/preview/commit.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎10-03-2017 10:36 AM
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎06-08-2022 10:48 PM
hi nithin,
how do i import the same in another instance?
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎10-04-2017 05:29 AM
Hi Iyn,
With one of our customer the below approach worked and i hope this will help you as well:
I was able to edit up the XML file to get it to import to the newly created table in another instance. In my case, we merged 2 custom tables into 1. This may not be best practice, but it's what we had to do to get the records over. For future references, these are the fields that had to be updated in the XML to get the table to match up. Underlined are the table names. I simply did a replace in the XML.
I was able to edit up the XML file to get it to import to the newly created table in another instance. In my case, we merged 2 custom tables into 1. This may not be best practice, but it's what we had to do to get the records over. For future references, these are the fields that had to be updated in the XML to get the table to match up. Underlined are the table names. I simply did a replace in the XML.
**NOTE - I did not do a replace on just the table name because I didn't want to affect the field names, so I made sure to copy the full XML statement I wanted to replace.
EDITS IN XML FILE
<OLD> = <NEW>
<equip_request action="INSERT_OR_UPDATE"> = <u_asset_movement_request action="INSERT_OR_UPDATE">
<sys_class_name>equip_request</sys_class_name> = <sys_class_name>u_asset_movement_request</sys_class_name>
<table_name>equip_request</table_name> = <table_name>u_asset_movement_request</table_name>
</equip_request> = </u_asset_movement_request>
I also did a CSV export/import to capture any other data to connect to the newly created fields.
This may not have been the best solution, but it was a solution that worked for me.
Thnaks,
Adityaa Telidevara