Hi
Is it possible to migrate/move reports from one instance to another or do we need to recreate them?
Hi
Is it possible to migrate/move reports from one instance to another or do we need to recreate them?
Hello Olivia Forde ,
From the graphic user interface Sugar doesn't have the feature to export and import reports on other instances.
This feature is documented as the following idea
portal.sugarondemand.com/74374
However, reports do live on your database.
Assuming that the fields exist with the same names in the two systems you could export the content rows from the table "saved_reports" from the origin instance and import them to the new instance.
Mind that the id's of users should be adapted to match the ones on the target instance.
Let me know if this helps.
Cheers,
André
Hello Olivia Forde ,
From the graphic user interface Sugar doesn't have the feature to export and import reports on other instances.
This feature is documented as the following idea
portal.sugarondemand.com/74374
However, reports do live on your database.
Assuming that the fields exist with the same names in the two systems you could export the content rows from the table "saved_reports" from the origin instance and import them to the new instance.
Mind that the id's of users should be adapted to match the ones on the target instance.
Let me know if this helps.
Cheers,
André
Most here are unable to view the contents of the feature requests within the portal.
Can I suggest you allow Sugar Club users, even if view only?
.
CRM Business Consultant