Deploying a custom report to another tenant

This topic outlines the procedure and commands for deploying and configuring custom reports in a Birst environment.After creating a report in a TST environment, you can move the report to another tenant. For example, from TST to PRD. This topic outlines this procedure with an example of a report created by a user named “Employee-Information Security”. It is important to note that all custom reports must be saved in the Custom Report folder to prevent your custom reports from being overwritten during monthly content updates. After creating your custom report, you must register the report to make it available to other users in WFM.

Deploying a custom report:

Log in to your PRD tenant and copy the user ID. The user ID is in the format tenant_GUID. After logging in to Birst, you can find the userID on the bottom left side of the application.
Copy the userID and save it in a text editor.
Log in to your TST tenant and navigate Birst > WFMOP-MT-Consumer space. Select Space Management > Space Properties and copy the ID and save it in a text editor. This is the space ID for your TST tenant.
Navigate to Space Management > Space Membership and add the userID from the first step and logout from your TST tenant.
Log in to your PRD tenant and navigate to Birst to see the Tenant_TST consumer space.
Select the PRD WFMOP-MT-consumer space and navigate to Space Management > Space Properties and copy the ID and save it in your text editor. This is the space ID for the PRD tenant.
Click Space Management > Command Window.
Use these Copy Space commands to deploy the custom report, dashboard or folder:

To copy a report

copyspace “Source Space
        ID” “Target Space ID” copy catalog:"shared/Custom Report/Employee-Information
        Security/”Report Name”.AdhocReport"

Dashboard Copy

copyspace “Source Space
        ID” “Target Space ID” copy catalog:"shared/Custom Report /Employee-Information Security /
        Employee-Information Security

Note: If you see any issue within the dashboard, then verify if the report path is properly mapped in the dashboard by clicking in the dashboard window.

Folder Copy

copyspace “Source Space ID”
        “Target Space ID” copy catalog:"shared/Custom Report/Employee-Information
        Security

Ensure that the report and dashboard are copied by going to the Designer and Dashboard to check if the new report and dashboard appears.

If you do not see the report dashboard in the Birst dashboard, then it may be that the dashboard has not been copied.

If the dashboard appears and you get an error such as “Dashboard/Report not found”, then verify if the report path is properly mapped in the dashboard by clicking Edit in the dashboard window.

Test the report in Birst before registering the report in WFM.

You can now register the report in WFM. For more information, see Birst content registration wizard.