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Exporting and importing reports between sites
Answer ID 2566   |   Last Review Date 02/25/2019

How can we share reports between sites?




From the Report Explorer, administrators can export reports from one site and then import them into another.  When reports are exported, they are saved as an XML file.  The XML file includes a hash value that is used when the file is imported to determine if the file has been modified externally. If the file has been modified, it is not available for importing, and an error message notifies you that the file is invalid.

NOTE:  The following action could cause the file to be modified:  email as an attachment, copy the file, move the file, open/save.  When emailing a report definition, it would be best to zip the file and add a zip file attachment to minimize the possibility of a file modification.

The report definition includes the filters used in the report along with output columns, drill-down levels, and charts and styles used in the report.  This allows you to basically copy a report configuration from one application to another.

Note: You cannot import reports to earlier versions.

Exporting report data:
In all supported versions, you can export data from a report that has been run so that users can review and analyze that data in another format, such as .pdf or .csv format. For more information on exporting report data, refer to Answer ID 75: Exporting reports into another format for analysis

Exporting Report Definitions:

To export a report definition, use the steps below. You can export the report after you have run it in the console or while editing the report. If you are exporting from edit mode, be sure to save the report configuration before exporting.

  1. From the Analytics > Reports Explorer or your navigation set, run the report.
  2. From the Home tab, click the Definition button and select Export.
  3. In the pop-up window, select the folder to save the .xml file to and click Save.

Importing Report Definitions
To import a report definition, use the steps below.

  1. From the Analytics > Reports Explorer, click New to open a new report.  Or from the File tab menu, add a new report.
  2. In the New Report window, click Import Existing Report Definition.
  3. Select the location and XML file to import.
  4. If all fields referenced in the XML file exist in the database you are importing into, the report opens in edit mode in the console.  You can save the report or modify it further and then save it.

    If the XML file references fields not configured in the import site, an error message displays listing the fields that cannot be imported. Click OK and the report opens in edit mode so that you can remove or modify the fields indicated in the error message. After removing or modifying the fields, save the report.

Copying reports between interfaces:  
For a single site with multiple interfaces, you can copy a report from one interface to another without having to export it and then import it to the other interface.  However, between different sites, you must export the report from one site, and then import it into the other site.  For more information on copying reports between interfaces in a site, refer to Answer ID 378: Copying a report.

In addition, you can also export and import workspace configurations between sites. For information on sharing workspaces between sites, refer to Answer ID 2572: Exporting and importing workspaces between sites.