Copy reports from Test to Prod

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.

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!

Chris Bourgeois,

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

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:

• extension of view recordlist to allow export of Report records
• extension of menu header of Reports to allow trigger of import module
• language extension for the label of that menu header
• vardef extension to make Reports importable

The package is installable and can be deinstalled after successful export/import of reports. 

GitHub - hkuske/Sugar9_Reports_Im_Export: Reports_Im_Export