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.

Exportable Elements

The following elements can be exported:

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

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

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. Go to Workspace Configuration → Import/Export → Data Export.
2. Select the elements you want to export.
3. Pick the files you want to include from the workspace filesystem.
4. Click Export Selected and save the 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.