You asked, we listened. You can now transfer all your incredible saved reports from Legacy Key Data to All New Key Data, no need to lose any of your hard work.
What You Need to Know Before Starting
- Your reports must be marked as "saved" in Legacy Key Data
- The transfer process typically takes 1-2 minutes per report
How to Transfer Your Reports
Accessing the Migration Tool
- Navigate to the Dashboards drop-down menu
- Select "Import Legacy Saved Reports" to launch the Migration modal
Selecting Legacy Reports
The Migration modal displays a complete list of your Legacy Saved Reports.
Select which legacy report(s) you’d like to migrate by checking the boxes next to them.
Completing the Migration
- Review your selections
- Click "Migrate" to begin the transition process (or “Cancel” to exit without making changes).
- Wait for the migration to complete
Once migration is complete, you can find your newly created dashboards in:
- The Recently Converted section in the drop-down navigation
- The Dashboard Catalog under "Saved Legacy Dashboards"
Need Help?
If you encounter any issues during the migration process or have questions about your migrated reports, please contact our support team for assistance.
Pro Tips!!
- Audit your reports before starting: Remove outdated reports to streamline the migration
- Keep browser window open until migration completes
- Verify dashboard functionality immediately after migration
- Update team bookmarks and links to new dashboard locations