Sync Reports Across Tenants
Have the:
- custom.reports.report_definition.import_exportpermission to perform the sync transaction.
- custom.reports.create.fullpermission to import the report definitions file.
You can sync your reports between Test and Production tenants. You can sync your reports by exporting and importing report definitions and transfer the reports between your tenants.
- Navigate to the tenant with the report definitions you want to export.
- Navigate to theReportspage.Depending on your permissions, you can access this page directly from the VNDLY header or in the drop-down menu.
- Select the reports that you want to transfer.
- ClickExport Report Definition.
- ClickDownload.The .json format file downloads.
- Navigate to the tenant that you want to import the report definitions.
- Navigate to theReportspage.Depending on your permissions, you can access this page directly from the VNDLY header or in the drop-down menu.
- Click .
- Select the .json file you downloaded from the other tenant.
- ClickImport.You're now the report owner.VNDLY automatically adds the report as a saved report.
- To view the list of your reports selectSaved Reportfilter option.VNDLY displays the imported reports at the top of the list.