Migrate a selection of scheduled Core UI reports

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Migrate a selection of scheduled reports to the Platform Analytics experience Scheduled export.

    Avant de commencer

    Role required: report_admin or report_scheduler

    Pourquoi et quand exécuter cette tâche

    The underlying reports in the scheduled export are migrated to the Platform Analytics library. The original scheduled report is labeled Active=False.

    Procédure

    1. Navigate to sysauto_report.list.
    2. On the Scheduled Email of Reports list, select the scheduled reports you want to migrate.
    3. From the Action on selected rows menu, choose Migrate Scheduled Report.
      If any of the reports are not compatible, you’ll see the message Migrating X of Y scheduled reports.Scheduled report list with two reports highlighted as well as the Migrate Scheduled Report link on the Actions on selected rows menu
    4. When the migration is complete, select the banner link to view the migrated reports in the Platform Analytics Scheduled exports library.

    Que faire ensuite

    Edit the migrated scheduled export as needed. For more information, see Export a data visualization from the Visualization Designer.