Transferring Reports Between Environments

Multiple user-defined reports (UDRs) can be transferred between Unifier environments.

1. Go to the Company Workspace tab, and switch to Admin mode.
2. In the left Navigator, select Configuration Package Management, and then select Component Lists.
3. Select Create.
4. Scroll to the Company Workspace section, and select User Defined Reports.
5. Select your reports.
6. Enter a value in the Name field (top left).
7. (Optional) Select Error Check to see if there are any dependencies.
8. Select Save.

   Note:

   You can use the Save As option if you want to copy the component list.

To create a configuration package:

1. Go to the Company Workspace tab, and switch to Admin mode.
2. In the left Navigator, select Configuration Package Management, and then select Configuration Packages.
3. Select Create.
4. Enter values in the Package Name, File name (zip file name), and Components Lists.
5. Select the component list related to your selected report.
6. In the New Configuration Package window, select Next. The window displays a preview of your reports.
7. Select Next. In case of errors, you will see messages; if no errors are detected, respond to the following:
   • Do you want to publish this package for production?
   • Download package after creation.
8. Select Create to create the configuration package.
9. Import the configuration package into the destination environment to transfer the reports.