Reporting behavior
This document outlines the reporting deployment scenarios and best practices for using Deployment Manager reports .
- Deployment Manager supports reports that are stored within My Shared Reports.
- The primary key for comparison in reporting is Report Name and Data Source
- If the source folder structure exists in the target, but it hasn't been shared, the reports won't be migrated unless the customer manually shares that folder.
- Reports located in other folders for e.g. My Reports will not be migrated.
- Download CSV and history details of Reporting deployments is work in progress. We will be supporting them in the Deployment Manager.
Following are the reporting deployment scenarios:
When both the source and target have the same folder configuration
| Report Path | Source | Target | Post Deployment In Target Tenant |
|---|---|---|---|
| My Shared Reports/ Callout (Folder) | Y | Y | Callout Summaries report will be created in the target tenant with the path, My Shared Reports/ Callout/ Callout Summary Report |
| My Shared Reports/ Callout folder / Callout Summary Report | Y | N |
When the source includes a folder and report path definition, and the target tenant does not have the corresponding folder and report
| Report Path | Source | Target | Post Deployment in Target Tenant |
|---|---|---|---|
| My Shared Reports/ Collections | Y | N | Deployment Manager will create the folder 'Collections' and the report 'Dunnings' |
| My Shared Reports/ Collections/ Dunnings | Y | N |
Folder sharing behavior and best practice
- If you share a parent folder, all its subfolders are shared automatically, maintaining the folder structure.
- If you share a subfolder independently, it appears as a separate folder without hierarchy. If the parent is later shared, the subfolder will appear twice, once as part of the hierarchy and once as an individual shared folder.
- As a best practice to maintain a clear folder structure and avoid duplicates, Zuora recommends sharing folders at the parent level instead of sharing subfolders separately.