Update saved match-related reports following background changes in version 12.183 (journal match table)

Identify affected report on Power Reports screen and/or Organiser panel

Saved reports affected by the move to the journal match table will display with a large red exclamation mark - this will be seen when a report has been saved in the Power Reports screen and also when a report has been added to an Organiser panel

• Power Reports screen - see Fix saved Power Report section below

  Open

  

• Organiser panel - see Fix saved report on Organiser panel section below

  Open

  

1. View affected report criteria

From Power Reports:

• Click affected report on right to display the report criteria

• An exclamation mark is displayed beside the criteria which needs attention and the tool tip indicates which criteria options are causing the issue

• If you attempt to run the report, a prompt will be displayed

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

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

• 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

• Click Save to update the saved report criteria for future use

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

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

• Click Save

• Click tick (top right) to save panel setup

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