The custom reports migration tool lets you import all of your custom reports and folders to Reporting 2.0, including multi-module reports. The process is quick and easy and is available from the Reporting 2.0 homepage.
Migrate Custom Reports
To migrate a report or folder:
- Go to Reports > Reporting 2.0.
- Click . This opens the Import your Custom Reports slideout.
- Select one or more folders/reports.
- Click Note: The migration process may take a few minutes to finish. It may be necessary to refresh your browser page to view the migrated reports on the Reporting 2.0 homepage. . This adds your folders/reports to the Imported Custom Reports section on the Reporting 2.0 homepage.
The folders and reports you migrate will also remain in Custom Reports and are available to continue using. Any changes you make in Custom Reports to a report that has been migrated are not reflected in Reporting 2.0 until you re-import the report into Reporting 2.0. Any changes you make to the migrated report in Reporting 2.0 are not reflected in Custom Reports.
The following rules apply to field prefixes:
- For custom reports that were imported prior to the 16 August 2019 patch, the fields in the imported report do display section prefixes by default.
- For custom reports that were imported after the 16 August 2019 patch, the fields in the imported report do not display section prefixes by default unless the report contains multiple fields with the same name (e.g., User First Name from User section and from Manager section).
- If any report contains multiple fields with the same name, the Show Field Prefixes toggle is set to On, and this cannot be changed.
Edit Migrated Reports
To edit a custom report that you have migrated, click Actions drop-down for the report. This opens the report in edit mode.from the
Delete Migrated Reports
To delete a custom report that you have migrated, click Actions drop-down for the report.from the
Move Migrated Reports
When you migrate custom reports, the reports are automatically added to the Imported Custom Reports folder on the Reporting 2.0 homepage. You can move these reports to a different location in Reporting 2.0 to create the organization you prefer.
To move a migrated custom report:
- Click Actions drop-down for the report or folder. This opens the Move Report pop-up. from the
- Select the new location for the report.
- Click .
Considerations and Limitations
- Import Failure - If a feature in your custom report does not yet exist in Reporting 2.0, then the report will not be imported. An error message appears next to the report on the Import your Custom Reports slideout to let you know that the report failed to import due to missing functionality.
- Re-Importing - If you select a folder or report that has already been imported, a Confirmation pop-up appears to let you know that the existing folder/reports will be overwritten with the current version from Custom Reports. You can choose to continue the import or cancel it.
- Scheduling and Delivery - Scheduling and delivery settings are not migrated to Reporting 2.0. These settings will need to be added manually to a report once it is imported. The settings are not migrated because it will cause duplicate scheduling and delivery of the report.
- Field Incompatibility - Some imports may have incompatible fields from custom reports to Reporting 2.0. For such imports, the incompatible fields are removed automatically upon import. Once imported, a message displays in the import tool indicating which fields were removed.
Frequently Asked Questions
No. Scheduling and delivery settings are not migrated to Reporting 2.0. You will need to re-add those settings to each individual report after importing them to Reporting 2.0.
Yes. You can re-import the report from Custom Reports. Simply follow the steps to migrate the report, and a confirmation pop-up will appear to let you know that the version in Reporting 2.0 will be overwritten with the version from Custom Reports.
No. Migrated reports will still remain in Custom Reports. You can continue to modify and use the version in Custom Reports and can quickly update the version in Reporting 2.0 by importing the report again.