Page Comparison

1. Edit affected Organiser report criteria

From Organiser panel:

• Affected reports are displayed with a single large red exclamation icon
  Hovering over the icon displays a tool tip which indicates the issue

• Hover over the panel heading and click the cog (top right) to access Panel Setup

  

In the Pick categories to display section:

• Scroll to find the affected report, hover over it to display a cog icon

  

• Click the cog (shown above) and select Edit Category

  

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

From the Edit Category screen:

• Click Edit (top right) and select Edit criteria

  

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

  

• Click Show More

  

• Select Matches

  

• 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

    

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

The old criteria is now removed and the report is pointing to the new journal match table:

• Click Done

  Image RemovedImage Added

• Click Save

  

• Click tick (top right) to save panel setup

  

• The previously affected report no longer displays an alert on the Organiser panel