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Creating Migration Reports

Learn how to create reports that include multiple jobs.

Written by Andrea Harvey

Updated at May 13th, 2025

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Table of Contents

Overview Creating Migration Reports Report Contents All Jobs Jobs Under Specific Categories Children Under a Specific Parent Job Manually Select Jobs

Overview

The migration reports provide several options for combining multiple jobs into a single report for review. Reports are generated by category, individually selected jobs, or by convention job parent (user job mapping, network home drive mapping, or folder mapping job types). 

Migration reports are separated into two categories (report types): transfer jobs and simulation jobs.

  • Transfer jobs actively transfer content. You can access these reports by selecting Reports in the Reports menu.
  • Simulation jobs imitate transfer. You can access these reports by selecting Simulations in the Reports menu. 

 

Creating Migration Reports

  1. Expand Scans in the left menu.
  2. Click Migrations. 
  3. Click Reports.
  4. Click Generate report on the reports page.
  5. Select the report type. The report type determines which jobs can be selected for the report and on which tab the information displays.
    If you select Transfer jobs, only jobs actively transferring content will be included or can be chosen for the report. The report will be added to the Reports page.
    If you select Simulation jobs, only simulation jobs (jobs imitating transfer) will be included or chosen for the report. The report will be added to the Simulations page.

  6. Select the content that should be used for the report. (See “Report Contents” below for information about each content option.)

  7. Click Save.
  8. Enter the name for the report. The name must be between 1-2000 characters.
  9. Click Done to finish creating the report.

Report Contents

The report contents define which jobs the report includes.

All Jobs

All jobs for the selected job type (transfer or simulation) will be added to the report.

Jobs Under Specific Categories

This option allows you to include only jobs assigned to specific categories. Select the category from the list that appears. All available categories display in the list. Only the jobs that match the selected job type (transfer or simulation) will be included. Click Add another category to add additional categories. You can click Remove if you want to remove a selected category.

Children Under a Specific Parent Job

This option will add all child jobs under the selected parent job to the report. The list will display only jobs that match the selected job type (transfer or simulation).  

Manually Select Jobs

This option allows you to select individual jobs you want to include in the report. Only jobs matching the job type selected for the report (transfer or simulation) are displayed in the list. For convention jobs, the jobs display in the list as "Parent Job Name | Child Job Name" so you can easily identify each job.

You must select at least two jobs. Click Add another job to add additional jobs. Once you select more than two jobs, you can click Remove next to a job to remove it. (This option is only active for jobs three and on. If you need to remove one of the first two jobs, select a different job from the list.)  

 

 

migrate migration reports roll-up transfer simulation categories parent child

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