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1. View affected report criteria

From Power Reports:

  • Click affected report on right to display the report criteria

    Saved report fail - report criteria.pngImage Modified
  • An exclamation mark is displayed beside the criteria which needs attention and the tool tip indicates which criteria options are causing the issue

    Saved report fail - report criteria with tool tip.png
  • If you attempt to run the report, a prompt will be displayed

    Saved report fail - prompt when running report.png

2. Remove old journal match-related criteria & replace with new

Tip

The report criteria should now be edited to:

a. Add new journal match-related criteria which points to the new journal match table
b. Remove old journal match-related criteria i.e. the criteria that is causing the alert

From the current criteria displaying the alert:

a. Add new journal match-related criteria
A new Matches sub-report is available which points to the new journal match table

  • Click Pick Property Criteria

    Saved report fail - pick prop criteria option.png
  • Click Show More

    Saved report fail - show more option.png
  • Select Matches

    Saved report fail - show more - matches option.png
  • Click Pick Matches Criteria and select Type

    • Select the required journal match types to report on
      This should mirror the match-related options in the field currently causing the alert

      Saved report fail - matches subreport criteria added.png

b. Remove old match-related journal entry criteria - i.e. the criteria that is causing the alert

  • Individually: click the cross beside the match-related journal types in the Type field
    Match-related journal types are: Match, Details Sent, Brochure Sent, Not Matched
    This should be done if other non-related journal types need to remain in the sub-report

  • In bulk: click the arrow to the top-right of the journal sub-report and select Remove sub-report
    This should be done if there are only match-related journal types in the journal sub-report

Saved report fail - remove sub-report option.png
  • Click Save to update the saved report criteria for future use

Saved report fail - now fixed - save highlighted.png
Tip

The report is now pointing to the new journal match table and the previously affected report no longer displays an alert

This process should be repeated for all affected reports

3. Delete saved report no longer needed

If an affected report is no longer needed, it can be deleted instead

From Power Reports:

  • Right-click affected report on right and select Delete report and click Yes to confirm

    Saved report fail - delete report option.png

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