How can I export reports and/or dashboards between Sugar cloud instances?
Hi Yury Voloshin
I have created a custom end point which export a given Report as json, for example:
This end point gets as response the json related to the report data.
Let me know if it helps you.
Thank you André Lopes! A custom endpoint is more involved that what I was looking for, but its definitely helpful to know that Sugar has no built-in methods for doing this.
You can do that by creating some package to perform these action by queries like described here : http://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_8.0/Introduction/Delivery_and_Deployment…
It's less usual than the André Lopes proposed! The support team can perform that to you maybe
Thank you Cédric Mourizard! I can see how I'd do this if I wanted to transfer reports between two on-site Sugar instances. But if I need to transfer them between two cloud instances, where can I enter and run the SQL script?
You can't, you need to create a package which execute the queries
You may use 3rd party services if you are ready to pay for the transfer.
If so, get in touch with Data2CRM experts for more details.
Have you tried the experimental tool part of SugarLabs, called System Data?
Through its features it does export and import Reports as well. The challenge with Reports is that you might need to have all Teams exported as well, as they might leverage a Team that is not present on the new instance and therefore not work/be visible.
Note that the systems have to be identical (eg: all fields and all modules should be identical) or the report will fail.
It does also export User's dashlets/dashboards, but you would have to import all Teams/Users and Teams Membership as well for it to work well for that purpose.
The url can be found here: https://github.com/sugarcrmlabs/SystemData
Again, please do remember that it is an experimental tool, so test it out carefully on test instances before.
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