Does anyone know how to copy a report form one instance of Sugar to another?
I've attempted to find where Sugar stores the reports but have been unsuccessful so far.
Does anyone know how to copy a report form one instance of Sugar to another?
I've attempted to find where Sugar stores the reports but have been unsuccessful so far.
Hi Chris,
Reports are stored in the saved_reports table in the database. As long as your test and prod instances have the same custom fields, relationships, and modules created, then you should be able to extract the desired reports from the database table in test and insert them on prod with no issue.
Thank you!
One of the features of a SugarLabs tool that I built years ago called "SystemData" allows to export/import Reports (and many other System Data entities). You can find the latest version here: https://github.com/sugarcrmlabs/SystemData
It is an as-is tool (without support/maintenance) but definitely worth looking into it.
As a side note, you might have Teams unique combinations assigned to a Report record, which might need to be exported together with the record as well. This tool does that part as well, if you do export/import Teams as well.
Cheers
--
Enrico Simonetti
Sugar veteran (from 2007)
Feel free to reach out for consulting regarding:
All active SugarCRM certifications
Actively working remotely with customers based in APAC and in the United States
The Reports module only need a few things to be im- and exportable.
For versions 9 and 10 I created a little install package containing 4 source files to add following funtionality to the reports module:
The package is installable and can be deinstalled after successful export/import of reports.
Harald Kuske
Principal Solution Architect – Professional Services, EMEA
hkuske@sugarcrm.com
SugarCRM Deutschland GmbH