Migrating Reports between Instances with Security Restrictions
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02-10-2023 08:04 AM - edited 03-08-2023 06:09 AM
Here's the scenario: I created several reports in the production instance and the actions to include or force to an update set are not available for security purposes. I'm now needing to migrate the reports to another instance.
Solution:
Source instance:
1. Open sys_report table in list view and filter the reports you want to migrate.
2. Start at the top of the list and open the first record.
3. From the page header menu, choose Show Latest Update.
4. Copy the XML payload to Notepad++ and save it. (I saved it as the report name)
Destination instance:
1. Create an update set and set it to current. (I used Global scope)
2. Open sys_report table in list view.
3. Right-click on list header and choose Import XML.
4. Pick your file and import.
Make sure all the reports you're migrating are being captured in the update set. You probably won't want to go through this again...
Enjoy!
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07-01-2024 11:22 AM
@cmcclendon does this mean that if, for Step 1 on Source Instance, we just export XML, and then import it into the destination instance, the permissions on the report will not be imported?