Report and report view export and import

It is possible to export and import reports and report views in the Reports tab of Reporting. With this feature you can, for example, share assets with other users or create backups of your assets.

Asset export

Using the tabular view , you can export individual assets or assets in bulk. To do so, follow these steps:

1. Select one or more assets in the table.
2. Click Export. All the assets to be exported are listed in this window.
3. Select Include Universal ID to include the unique ID of the selected asset in the exported data.

Note The Universal ID is a unique string ID assigned to an individual asset within the Reporting instance. It is used to update an existing asset in the system with its versions created or modified outside the current system. Such a modified asset can be imported into the system to seamlessly replace an existing one via the Universal ID.

4. To confirm, click Export. The assets are bundled in a single file that is then downloaded to the default browser download folder, and can be accessed using the file browser.

In this interface, you can also do the following:

• Select reports: When this checkbox is selected, only reports are shown in the list.
• Select report views: When this checkbox is selected, only report views are shown in the list.
• Show only selected items: Filter the list to show only selected items.
• Search: Search through the assets. The search is performed by the name column values.

Report and view import

To import reports into Reporting, you must do the following:

1. Click Import at the top-right of the Reports tab window to start the importing procedure.

2. In the file browser, navigate to the file location and select the file you want to import. A pop-up window opens:

• A warning states that the reports about to be imported are not connected to data models. Imported reports will not be functional until the corresponding data models are connected with them after import. In order to be able to connect a report with a data model, the model needs to first be shared with you. Refer to a Data Designer for more information.
• The window also lists all the reports that will be imported.

3. Select Replace existing report by Universal ID to update existing reports or views in Reporting with the same universal ID. Leave cleared if you want to import a separate report. For more information on the Universal ID, see Report and report view export and import.
4. Optionally, you can choose which folder to place the report or report view in at import. You can skip this step by leaving the checkboxes cleared and clicking Confirm.
5. Click Confirm to finish the importing process. The reports contained in the file are imported and added to the Reports list in the Reports tab.

Note When importing report views, if a base report (used to create the view) with a corresponding Report ID is available in the system, the view will connect to it automatically and will be ready for use on import. If no base report with a corresponding ID is available, you will need to connect the view with the relevant report for it to function. If an imported asset has the same name as another object in Reporting, and is not used to update the existing object through replacing an existing report or view via Universal ID, the object is then renamed to signify it is a copy, e.g., Report (1).