Data Export

Data Export saves your workspace configuration and content so you can move it to another workspace or CxReports installation. If any files from the workspace filesystem are included, the download is a ZIP; otherwise it is a JSON file.

The page walks you through the elements in steps—Reports, then, when the Portals feature is enabled, Portals, and, when the Jobs feature is enabled, Jobs—so you pick from a shorter list at a time instead of one long tab strip. Everything you select across all steps goes into a single exported file.

Exportable Elements

The Reports step covers:

• Languages
• Dictionaries
• Page Types
• Parameter Groups
• Global Parameters
• Global Data Sources
• Reusable Parameter Definitions
• Reusable Data Source Definitions
• File Management
• Report Types
• Themes
• Templates
• Custom Components
• Subreports
• Reports
• Default Reports

If the Portals feature is enabled on this installation, a Portals step also appears, covering:

• Portals — for each portal you select, its published version and its current draft (whichever exist) are both included, along with the design each of those versions uses.
• Portal Designs — designs you select directly, in addition to any design pulled in automatically because a selected portal uses it.

If the Jobs feature is enabled on this installation, a Jobs step also appears, covering:

• Workflow Definitions

You can also export filesystem content from the File Management page directly.

Dependencies

The export does not restrict which elements you pick—you can combine them however you like. What must line up is decided when you import; see Data Import — Handling Dependencies.

Not Included in the Export

Note

The following are not part of the export:

• Databases (connection strings)
• Emails (SMTP configuration)
• AI Integrations
• Workspace Users and Roles
• Workflow run history (executions, task runs, events)
• Runtime or archived portal/portal design versions—only the published version and current draft of a portal or design travel in the export

The export and import cover only the workspace elements listed under Exportable Elements above; any other workspace-level configuration is also excluded.

These must be configured manually in the target workspace.

Using Data Export

1. Open the Admin application and go to Import / Export → Data Export.
2. On the Reports step, select the elements you want to export and pick the files you want to include from the workspace filesystem.
3. If the Portals feature is enabled, click Next to reach the Portals step and select the portals and/or portal designs you want to export.
4. If the Jobs feature is enabled, click Next again to reach the Jobs step and select the workflow definitions you want to export.
5. Use Previous/Next to move between steps and adjust your selection as needed.
6. On the last step, click Export Selected and save the file. The download combines your selections from all steps into one file.

Bootstrapping a Workspace at Startup

ImportFilePath accepts the JSON export file. FileSystemImportPath accepts the filesystem content (directory or files). If the export produced a ZIP, extract it first—point ImportFilePath at the JSON inside and FileSystemImportPath at the filesystem content. See Workspace Initialization for details.

Importing Exported Data

After export, bring the file in through Data Import.