Saving, Publishing, and Moving Reports

Saving, Publishing, and Moving Reports

Saving and publishing is where a useful query becomes an organizational asset. Treat this stage with the same care as query design. The toolbar, pictured below, is central to saving and publishing.

From left to right, the tool bar enables, new report, open existing report, save report, interactive run, create json link, settings, edit the report name, export report json, import report json, delete report, build and run report, and invoke report copilot.

Toolbar

Save Workflow

1. Name the report.
2. Select output format and settings, for example Excel, PDF, or text where supported.
3. Save for personal use (unpublished) while validating. Run in the editor to confirm results, then publish when ready for the Report List.

Publish Workflow

Settings dialog

Publish only after validation so the report appears in Report List for authorized users with stable, documented behavior. After publishing, users run the report from the standard report list with the same execution context and limits used in normal operation. To publish, select Settings, then change Unpublished to Published.

Export and Import (JSON)

To move a report to another system or environment, such as dev to prod or one tenant to another, use Export JSON from the toolbar to download the report definition as a JSON file. On the target system, use Import JSON to load that definition.

The JSON contains the report’s SQL, parameters, and settings so it can be run and maintained on the new system. Expect minor differences across environments, such as permissions, data, or scheduling. Re-validate after import before broad release.