Exporting and Importing Reports via the UI

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This guide shows you how to export an existing report in Mapp Intelligence, edit the configuration if needed, and import it back as a new report — either in the same account or in other accounts. The exported file contains the report’s configuration (not the data itself) and serves as a template for reuse or adaptation.

The exported file contains the report configuration only — including filters, metrics, segments, and layout. The actual report data is not part of the export. When you import the file, it creates a new report based on that configuration.

Alternatively, you can use the Analytics API to export report configurations programmatically. This article focuses on the manual export and import via the user interface.

Why this feature is helpful

  • Reuse existing report setups without rebuilding them manually

  • Create multiple report variants in the same account

  • Share templates across different accounts or teams

  • Adjust filters, segments, and time ranges directly in the configuration file

  • Automatically carry over all custom elements (e.g., metrics, formulas, segments, time filters)

  • Prevent errors and save time

Procedure

The following steps show how to export a report configuration, optionally edit the configuration file, and import it into one or more target accounts.

Step 1: Export a Report Configuration

  1. Go to the Report Overview in Mapp Intelligence.

  2. Select one or more reports whose configuration you want to export.

  3. Click the Export icon and confirm the export.
    Interface showing options to create, upload, and manage reports effectively.

  4. The system will download a .zip file automatically.

    The contents of the export depend on your current view:

    • In Folder View, the folder structure is included.

    • In List View, only the report file is included.

  5. Unzip the file to access the .json report configuration.

Step 2: Edit the JSON File (Optional)

You can open the JSON file in a text editor to create new versions of your report or prepare it as a template for others. This allows you to:

  • Change the time range, e.g. from static dates to dynamic values like last_28_days

  • Adjust filters, metrics, or dimensions

  • Reuse and customize a report setup for different target audiences or business contexts

For example, you can duplicate a campaign performance report and adjust its filters or segmentation to match a different region, business unit, or customer group.

Tip

This is especially helpful when maintaining consistency across accounts or preparing standardized templates.

Find the correct names for filters, metrics, or time ranges

When editing the JSON file, you must use the internal names for elements such as metrics, filters, time ranges, or segments.

You can look them up — specific to your account — using the following interactive tools (no coding required):

To use these tools, you must first authenticate with your Mapp Intelligence Client ID and Secret. Follow this short guide to grant access to the Analytics API.

Step 3: Import the Report Configuration

Notes

Only one report configuration can be imported at a time.

You can only import reports if you have permission to create reports in the selected account(s).

  1. Make sure your file is in .json format. (Unzip the export if needed.)

  2. In the Report Overview, click the Import icon.
    Interface showing options to create and manage reports with various icons.

  3. Upload the file via drag and drop or by browsing.

  4. Choose where to import the report:

    • Within this account

    • Into other accounts (multi-select is available with the right permissions)

  5. Assign a report category (optional) to organize the imported report.

  6. Click Next to finish the import.

  7. You will receive an on-screen confirmation once the import is successful. The new report will appear in your Report Overview immediately.

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