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Can I move a report to a different environment?
If you'd like to use a report you've created in a different environment, you can export a template of the settings from the original environment and import it into the new one.
If the version of ItemPath is different between the two environments, there is a potential for some settings to be incompatible. Be prepared that you may need to make some minor adjustments to the report after importing it.
You can export a report template by opening the Export tab of the report settings and click the "Download Template" button. A pop-up will ask you to confirm.
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This will download a JSON file to your computer, which can be imported into another environment from the Reports page using "Import Report" button at the top right, next to the "New Report" button.
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You'll then be prompted to choose your JSON file and confirm the import.
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Once imported, you'll be taken to the report settings page, where you can make any necessary adjustments.
Alternatively, you can download a ready-to-import file from our list of downloadable report templates.
Resources
To learn more about ItemPath and see it in action, please book a demo with our sales team. In the meantime, here are some of our popular articles and key topics.
Reports
Creating & Importing Reports
To create a new report, click the New Report button on the Reports home screen. This will give you a new menu which will allow you to begin the creating ...
Reports
Exporting Reports
Once a report has been filtered and sorted according to instructions, it can now be exported for optimal viewing. ...