Considerations when Exporting/ Importing Reports and Schedules

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 it doesn't matter what the content is the dependency is automatically fulfilled

• Reports depend on Data Connections, Charts and Categories whereas Schedules depend on everything else e.g. Charts, Reports and Users

Order of import

Importing into your Dashboard will be done in the following order:

• Data Connections - which may also contain Charts and Categories that are used by Reports

• Reports - which may be used by Schedules

• Schedules

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 directly into the latest version of the Dashboard without following the steps listed below:

• Install a clean version of 2022.7 dashboard

• Import the 2022.7 files into the dashboard

• Upgrade this dashboard to the latest version - this internally migrates/ upgrades everything to the latest structure

• Export the files from the latest version of the Dashboard

By taking these steps, the files will be compatible with the latest version of the Dashboard.