Importing existing reports

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

Before you begin

  • Report Builder must be installed and registered as an application with the Jazz® Team Server.
  • A default data source must be configured for Report Builder, and you must be connected to it.
  • You must have Jazz administrative privileges or be a report manager.
  • In the data source that you import into, ensure that the type system model is compatible with the reports to import. For example, if the reports to import have custom attributes, you must define them in the data source you import into.

About this task

Import them into the same data source type that they were exported from. For example:
  • If exported from a data warehouse, you must import them into a data warehouse.
  • If exported from an Lifecycle Query Engine (Lifecycle Query Engine) scoped by a configuration source, you must import them into an Lifecycle Query Engine scoped by a configuration data source.
  • If exported from Lifecycle Query Engine, the export is limited to being imported into a Report Builder instance that is connected to the same Lifecycle Query Engine data source that the reports were exported from. The reports contain information that tightly ties them to the data and the resource shapes that they were generated from.

Procedure

  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 703 interim fix009 or later, the exported reports, folders, and subfolders are placed in the root folder, maintaining the folder structure.
    2. If reports are exported before Report Builder 703 interim fix009, the exported reports are imported in the Reports/Imported folder, while folders and subfolders are placed in the root folder, maintaining the folder structure.
    3. If reports are exported from Report Builder 702 or earlier, the reports are imported 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.
    4. When reports are exported from Report Builder version 7.0.3 or later, the exported compressed file includes the folder structure. During import, reports are placed into the same folders as defined in the compressed file. If those folders or hierarchies don’t exist in the target destination, they are automatically created at the time of 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.

Results

When you import the reports:
  • The report names, visibility (private or public), and tags are preserved.
  • The administrator who imports the reports becomes the owner. Only owners or report managers can edit the imported reports. If the reports are public, team members can duplicate them.
  • If the imported reports run on a data source that is different or has different data from where they were exported, you might have to modify the scope, conditions, and filters in the imported reports.
    Important: When you build reports on a server that has different data than where they might be run, verify that the condition settings are unlocked and required:
    By selecting this condition, team members on another server must select values that are available on the new server.

Team members can now access the reports in the following ways:

  • From the Reports page of Report Builder.
  • From their Jazz dashboards, adding widgets from the catalog. The dashboards must have a friend relationship with Report Builder, and team members must have permission to modify their dashboards.