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Reports2.0 Export added to Config Export

  • December 16, 2016
  • 2 replies
  • 6 views

jared_block
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It would be great if we had the ability to export Reports2.0 to an excel sheet (similar to current config export), showing the following from the report: Show fields, By fields, Filters, Advanced Logic.

2 replies

gaurav_kotak
  • Expert ⭐️
  • December 16, 2016
Hey Jared, so that I understand, along with the data you want to show the config parameters in the export Excel? Which occasions do you feel it is helpful to you? thx

jared_block
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  • Author
  • Gainsight Employee ⭐️
  • December 16, 2016
Thanks for the quick reply Gaurav. Yes, that is correct in the report parameters.

A customer inquired about wanting to have an export of all their reports so they had a 'back-up' during an org to org migration. The admin is coming up on an org migration in mid-January, and the admin wants to ensure that there is back-up of the reports built out in Reports2.0. They are confident that the migration will go okay, but would prefer to have a back-up of the reports if possible. I informed the admin that to my knowledge, we do not have an automated way to do this and the 'back-up' of reports would be a manual process.

I posted on the community because I do think this is an interesting use case as we currently have the ability to export reports built and have a 'snapshot' of Reports2.0 in the event that something happens where reports are modified/deleted, etc. Also, I wanted to see if there were other ideas to share with them on how to export Reports.

Does this help clarify? If not, let me know.

Thanks,