How to Migrate Report Setup Between Environments Without Recreating Manually?
Hi everyone,
Is there a way to migrate Report Setup from one sandbox to another in Creatio without recreating the reports manually?
I have multiple MS Word reports in Sandbox A and want to move them to Sandbox B, but I can't find them in the Configuration/Packages section to export via the usual package method.
Does anyone know the correct approach for this? Should I use a data binding in a package, a SQL script, or is there another method?
Thanks in advance!
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Hi Muhammad,
Reports are stored as Data on DB, so Data binding is the appropriate method. After installing this data on a new environment, the reports should appear.
For binding the data, Creatio Academy mentions SysModuleReport and SysModuleReportTable.
Click 
to open the System Designer.
- Go to the Admin area block → Advanced settings.
-
Click Add → Data in the section list's toolbar
-
Bind the data to the following elements (Fig. 9):
- SysModuleReport_ReportName: the report. Use the report Id from the dbo.SysModuleReport database table to bind it. For example, it is "SysModuleReport_MeetingMinutes" for the "Meeting minutes" report.
- SysModuleReportTable_ReportName: the table part of the report. Use the report Id from the dbo.SysModuleReportTable database table to bind it. For example, it is "SysModuleReportTable_MeetingMinutes" for the "Meeting minutes" report.
Proceed to transfer the package that contains the report to another environment.
Source: Add a new Microsoft Word report in Creatio | Creatio Academy
Best,
David