Report Builder - Non-Scheduled Reports Migration

Basic reporting will be deprecated soon. To make the transition to Report Builder easier, you will not need to re-create your non-scheduled reports. Follow the steps below to migrate those non-scheduled Basic Reports to Report Builder.

While in Basic Reporting, you will see a pop-up message appear. Select Use Migration Tool.

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If now is not a good time, the option will also appear at the top of the Basic Reporting page.

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Check the boxes next to the reports you'd like to migrate, and select Continue at the bottom of the page.

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In Report Builder, then, you can view only those reports that have been migrated using the drop down menu at the top of the list.

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Your new migrated reports will appear in the list.

Reports may take a few minutes to complete and may require a page refresh before they appear.

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