Migrating Reports Using Git

The Report Migration feature allows users to export and import story files (reports) across different spaces, user accounts, or environments. The Git Migration option in the Report module provides both Export and Import functionalities, enabling seamless transfer of reports while maintaining version control and associated data connector configurations.

Note: The workflow applies to story files in My Documents, Public Documents, or Favorites spaces.

Exporting a Report to Git

Navigation path: Platform Homepage > Admin Module > Git Migration > Report Migration > Export

1. Log in to the platform in the space containing the report to export.

2. Click Settings to access the Admin module.

3. Open the Git Migration option from the admin menu panel.

4. Select Report Migration.

5. You will be redirected to the Export Document page.

6. Click the Export option.

7. The Migration – Report Document Export page appears.

8. Select a document space containing the report:

   • My Documents

   • Public Documents

   • Favorites

9. Use the Search bar to locate the specific report.

10. Select the desired report from the list.

11. Click the Push to VCS icon for the selected report file.

12. The Report Migration – Export dialog box appears.

13. Provide a commit message describing the export.

14. Click Export.

15. A notification message confirms that the report has been successfully exported to Git.

Importing a Report

Navigation path: Admin Module > Git Migration > Import File > Migration – Document Import

1. Log in to the target user account or space where the report will be imported.

2. Click Settings to access the Admin module.

3. Open Git Migration from the admin menu.

4. Select Import File.

5. The Import Document page opens.

6. Click Import to proceed to the Migration – Document Import page.

7. Ensure New VCS is selected for the Version Control configuration.

8. Select the module from the drop-down menu.

9. Use the Search bar to locate the exported report.

10. Select the desired report from the displayed list.

11. All available versions of the report in Git are displayed.

12. Select the version to import using the checkbox.

13. Click Migrate.

Configuring Data Connectors

During import, the Data Connector Details dialog box appears. Users can either:

1. Use an Existing Data Connector

• Select Use Existing Connector.

• Choose a connector from the drop-down menu.

• Click Save to confirm.

2. Create a New Data Connector

• Select Create New Connector.

• Configure the following details:

  • Username

  • Password

  • IP Host

  • Database Name

• Click Save to apply the new connector configuration.

Note: A notification confirms that the migration has been completed successfully.

Accessing the Migrated Report

1. Navigate to the Platform Homepage.

2. Open the All Files space.

3. The migrated report is added to the My Documents space.

Notes

• Only exported/published reports are available for import.

• Migration maintains version history, data connectors, and associated project settings.

• Proper configuration of Version Control and Data Connector is required for successful migration between spaces or users.