Importing existing reports

If you are the administrator user, you can import reports existing reports as a compressed file in Report Builder.

1. From the main menu bar of the Report Builder new user experience page, click Administration icon.
2. On the Admin settings page, click Import reports tab to open the Import reports panel.
3. From the Import reports panel, select the Import existing reports tab.
4. If you do not specify a different destination folder, the report is imported into the Reports/Imported folder by default. Click Choose folder to select a destination where you want to import the exported compressed file that contains report definitions.
5. In the dialog that is displayed, select a pre-existing folder from available the folder list. You might alternatively click Create folder icon to create a new destination folder in which you want to import the existing report. Click Select.
6. Click Add file to open a dialog box where you can browse and select a compressed file from your computer that you want to import.
   Note: If the compressed file contains reports from multiple data sources, its contents must first be unpacked, and each unpacked compressed file must be imported separately.
7. To replace the existing reports in Report Builder with the imported reports, select Replace existing resources with imported reports checkbox.
8. Choose the folder structure for your report. To retain the structure of the imported report, select Retain from imported reports in the Folder structure section.
   1. If reports are exported from Report Builder 702 or earlier, the reports are placed in the Reports/Imported folder as export does not have a feature to capture folder details. If the Reports/Imported folder does not exist, an error message appears.
   2. If reports are exported from Report Builder 703 or later, the reports are imported into the folders to which they belonged during the export. If a folder or folder hierarchy from the export source does not exist on the target destination, it creates one during the import.
9. To import the reports from the folder and its child folders to the selected destination folder, select Import all reports directly into the destination folder.
   You can use Import all reports directly into the destination folder, only if one of the following conditions is true:

   • Replace existing reports with imported reports' option is not set.
   • There are no reports with the same names in the exported data.
10. Set up the creator and owners of the report. To retain the creator and owners of the imported report, select Retain from imported reports in the Creator and owners section, else select Set to current user.
11. Select a data source with the same type system model as the reports being exported, by using the Data source drop-down.
12. Click Import existing reports to complete the process of importing existing reports. A success notification informs you that the report was imported. Click Go to reports to be redirected to the Reports tab listing, containing the folder where the report was imported.