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I've modified a report in dev and want to migrate it into another environment via change set. In the change set, I included the report, custom field that i added, and report folder. However, after the deployment to target succeeds, the report is still not updated with the latest change. Am I missing a step?

Thanks!

  • Does the report's API name match exactly? In other words - are you sure you've updated existing one rather than created new report? And by deployment you mean really deployment, not only upload to target org without doing anything with it later? Stupid question but worth asking anyway... – eyescream Jul 28 '14 at 18:17
  • I just verified that API name matches. And yes I clicked the deploy button in target after i uploaded it :-). Also, the report properties in target show that i was the one that changed the report and the date/time matches the deployment date/time. – user9862 Jul 28 '14 at 18:26
  • Is it a brand new custom field? In that case - have you added the Profile(s) to the changeset too? If you didn't - check the field level security, I suspect it's set to invisible... – eyescream Jul 28 '14 at 18:27
  • it's not a brand new field. However, i just compared field level security between source and target and they match. – user9862 Jul 28 '14 at 18:40
  • Running out of ideas. If it would be a matter of field missing in custom report type then the deployment would fail... If Profile is OK... Does that field come from managed package or is somehow license-related and you don't have that license in target org? What happens when you modify the report manually? :( – eyescream Jul 28 '14 at 18:52
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If change sets are not working for you, you could use Sublime Text.

First create the project in Sublime Text with no default components present.

The trick is to manually modify the Package.xml file once you have created your project from the org.

In Package.xml, add this section (for example):

<types>
    <members>My_folder/MY_Report</members>
    <members>My$other$folder/My_Other_Report</members>
    <name>Report</name>
</types>

[I haven't checked the various permutations related to spaces in folder names, but I am fairly sure that salesforce uses a '$' to represent them. It's perhaps safer not to use them]

Then pull down your report data from the org using the MavensMate->Project->Clean Project. You should see a reports folder in the src folder.

Once you are happy with it, deploy to your production org.

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Report modifications were migrated successfully to target after I added all profiles into the change set. Thank you for everyone's help!

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