Exporting a Report with Sub-Reports

Exporting Reports with Sub-reports most likely will not import into a new tenant correctly without intervention. Using Tenant copy to copy these types of repots may also result in errors.

Reports have a report ID just like an Event does. The steps to exporting a report with sub-reports to import into another tenant should follow this process.

In the Tenant where the existing report is:

1. Download XML of main report and all sub-reports.
2. Enter just the Reports section, not the Insights Admin area.
3. Open each sub-report and note the report ID in the address bar.
4. Go into the new tenant.
5. Import Sub-reports only into the new tenant.
6. Enter just the Reports section, not the Insights Admin area.
7. Open each sub-report and note the report ID in the address bar.
8. Open the XML of the main report in Notepad++ or other text editor.
9. Search for the original Report IDs (from the original tenant) and replace with the new Report IDs (on the new tenants) - Do a control+F on "sub" or "report"
10. Save the XML and import into the new tenant
11. Open the editor of the new main report and double check the sub-report references (you may have to point them to the correct sub-reports.

For Templates with Sub-reports

1. Download XML of main report and all sub-reports.
2. Enter Insights Admin area.
3. Open each sub-report and note the report ID in the address bar.
4. Go into the new tenant.
5. Import Sub-reports only into the new tenant.
6. Enter just the Reports section, not the Insights Admin area.
7. Open each sub-report and note the report ID in the address bar.
8. Open the XML of the main report in Notepad++ or other text editor.
9. Search for the original Report IDs (from the original tenant) and replace with the new Report IDs (on the new tenants) - Do a control+F on "sub" or "report"
10. Save the XML and import into the new tenant
11. Open the editor of the new main report and double check the sub-report references (you may have to point them to the correct sub-reports.

From a post by Kevin in Slack. To see behavior when you don't do this, see this Slack thread.