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Possibility to migrate reports and dashboards from one SN instance to other.

Dhiren Aghera
Tera Guru

Is there a way to migrate custom reports and dashboards built in one instance of SN to another?

2 REPLIES 2

ryan_pope
Mega Guru

Reports would be captured in an update set to be moved between instances. Dashboards take a little more effort, which you can learn about here: 

https://docs.servicenow.com/bundle/london-performance-analytics-and-reporting/page/use/performance-analytics/task/t_MoveDashboardWithUpdateSet.html

The documentation above applies to London, so depending on what release you're on, you might need to change the URL slightly to reflect the release you're on.

Slawek_Radziewi
Kilo Sage

Migrating report is rather simple. 

Go to sys_report table and Export report to xml. After that you can import xml onto new server.

 

Dashboard is a bit more complicated but also possible. 

Go to pa_dashboards table and there you can find dashboards to xml out. 

However, after that you have to go inside and xml out all related records like tabs, widgets, etc. 

I guess if there are not indicators on new server and widgets it might not fully work unless you export them as well.

 

Tabs:

find_real_file.png

 

Page (sys_portal_page):

find_real_file.png

Which contain widgets (sys_portal):

find_real_file.png

 

Which contain widgets preferences (sys_portal_preferences):

find_real_file.png

 

You would have to export all of these and import them back.