How to copy scheduled report to another instance
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‎02-08-2022 09:41 PM
Hi,
I am working to develope some scheduled reports function in Dev instance.
After developing them, I would like to migrate to QA and PROD but I don't know how to migrate reports and scheduled jobs.
Is it possible to use update set? or Do I need any other way such as xml export/import?

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‎02-08-2022 09:45 PM
Hi,
You cannot capture the scheduled reports or job to update set.
You need to manually imports the records from non prod to other instances.
Mark this as Helpful/Correct if Applicable.
Regards,
Sourabh
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‎02-08-2022 09:48 PM
Hi Kohei,
Reports and Dashboards updates will automatically be captured to update set, if you have update set as current update set while building reports and dashboards.
Scheduled jobs does not automatically gets captured on the update set - You can add a custom ui action (suggest only visible to admin role which is what the below example is suggesting too) to force the current record to the update set - UI action details can be found on community on various posts, but here is an old reference: