Exporting Report Builder reports to compressed files

Administrators can export reports to a compressed (.zip) file so that they can be backed up or imported into another Report Builder data source. For example, you might export reports to copy them from a staging environment to a production environment.

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.

Procedure

  1. In a browser window, open Report Builder: https://server:port/rs
  2. Click All Reports or My Reports.
  3. Select the reports to export.
  4. Click Export A rectangle whose top side is open, with an arrow that points upwards..
  5. Follow the instructions to save the file.

Results

Report Builder generates a compressed file called ReportExport_timestamp.zip in the location that is specified by the browser settings.

When you import the reports into another Report Builder data source:
  • 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 (LQE) scoped by a configuration source, you must import them into an LQE scoped by a configuration data source.
    • If exported from LQE, the export is limited to being imported into a Report Builder instance that is connected to the same LQE 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.
  • 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.

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