Transferring Reports Between Environments
Multiple user-defined reports (UDRs) can be transferred between Unifier environments.
- Go to Company Workspace > Admin mode > Configuration Package Management > Component List.
- Click Create.
- Go to Company Workspace > User Defined Reports.
- Select your reports.
- Enter a value in the Name field (top left).
- (Optional) Click Error Check to see if there are any dependencies.
- Click Save.
Note: You can use the Save As option if you want to copy the component list.
- Go to Company Workspace > Admin mode > Configuration Package Management > Configuration Packages (to create a configuration package).
- Click Create.
- Enter values in the Package Name, File name (zip file name), and Components Lists.
- Select the component list related to your selected report.
- In the New Configuration Package window click Next. The window displays a preview of your reports.
- Click Next. In case of errors, you will see messages, if no errors are detected, then respond to the following:
- Do you want to publish this package for production?
- Download package after creation.
- Click Create to create the configuration package.
- Import the configuration package into the destination environment to transfer the reports.
See Also
About User-Defined Reports (UDRs)
Accessing User-Defined Reports (UDRs)
User-Defined Report Data Types
Creating a User-Defined Report
Save and Retrieve Scheduled Report Results
Permission-Based User-Defined Reports (UDRs)
Last Published Friday, June 21, 2024