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Considerations when Exporting/ Importing Reports and Schedules

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When exporting and importing Reports and Schedules, please consider the following points:

Dependencies of importing

  • Similar to Exporting/ Importing Data Connections, the dependencies rely on the identifier of an element not the content itself. For example, if a Report uses a chart and the target system also contains such a chart, doesn't matter what the content is, the dependency is fulfilled

  • Reports depend on Data Connections, Charts, Categories

  • Schedules depend on everything else e.g. Charts, Reports, Users

The implementation covers:

Reports

  • exporting reports via the UI (allow ticking to select what to export)

  • exporting reports via the API (exports every item)

  • importing reports via the UI (allow ticking to select what to import)

  • importing reports via the API (imports every item and override)

  • API getting all reports' meta data -- (similar to charts, it doesn't include the details)

  • API getting one report's meta data

  • API deleting reports

  • API documentation for export import reports, GET and DELETE reports

Schedules

  • exporting schedules via the UI (allow ticking to select what to export)

  • exporting schedules via the API (exports every item)

  • importing schedules via the UI (allow ticking to select what to import)

  • importing schedules via the API (imports every item and override)

  • API getting all schedules' meta data

  • API getting one schedule's meta data

  • API deleting schedules

  • API documentation for export import schedules, GET and DELETE schedules

 

 

Order to import:

  • Step 1: Data Connection - which may also have Charts and Categories used by Reports

  • Step 2: Reports - which may be used by Schedules

  • Step 3: Schedules

 

Additional Notes:

  • These exporting and importing features are only available to Admin users

  • Similar to Data Connections, the exported files can only be used by the same version of the dashboard

  • Similar to Charts, due to the complexity and the strict internal logic, we don’t have APIs for creating or editing Reports and Schedules. Users can only use the UI to create or edit Reports and Schedules with visual feedback.

 

Typical Use Cases:

  1. Transitioning implementation from Dev to Live

  • Data Connections, Categories, Charts, Reports and Schedules are developed in the Dev environment

  • Files are exported and imported into the Test/UAT environments for UAT, manually or using the API

  • Afterwards they are imported to LIVE

  1. Back ups and version controlling dashboard config

 

Working with old export files and new version of the dashboard:

The dashboard doesn’t accept old versions of the exported files, but it handles upgrading data itself, so if you need to use an old version of the exported files, the best approach is to use the dashboard to upgrade these files. This approach is suitable for Data Connections, Reports, or Schedule imports.

For example, if you have a file exported using the 2022.7 version of the dashboard, you won’t be able to import it into 2023.1. (This is a hypothetical example, we haven’t got a 2023.1 version) You can take the following steps:

  • Install a clean version of 2022.7 dashboard

  • Import the 2022.7 files into the dashboard

  • Upgrade this dashboard to 2023.1 - this internally migrate/upgrade everything to the latest structure

  • Export the files from the 2023.1 dashboard

  • You can teardown this dashboard afterwards because it’s just to be used for the migration

By taking these steps, the files are compatible with a 2023.1 dashboard.

 

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