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

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

Owned by Fiona Hardy, created
Last updated: May 13, 2024
7 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

Applicable from version 12.183

Background structure changes regarding the storage of journaled match information have been made which have implications for any previously saved reports that include reporting on match information in the journal

This guide covers:

What are the background changes in 12.183?

Version 12.183 introduces a new journal table specifically for the storage of match information called JNLMATCH (termed journal match table for this guide)

Prior to this version, the journal match information was stored in a central journal table along with all other journal entries

The new journal match table will only store match records, this includes the match-related journal types of: Match, Details Sent, Brochure Sent and Not Matched

This improved database structure will enhance efficiency and future functionality of your system

How does this impact my saved reports?

When your system is upgraded to 12.183, any previously saved reports that include reporting on match information in the journal will now display with a large red exclamation mark icon and will require the report criteria to be updated in order to continue to use that report

The guidelines below outline how to identify and fix such reports so they will work with the new journal match table

If you do not have any saved reports, in Power Reports or on the Organiser, that contain criteria looking at journal entries with the type of Match, Details Sent, Brochure Sent and Not Matched, you will not experience any visible impact on your saved reports - therefore the content of this guide can be disregarded

How to identify & fix affected reports

Affected reports are those containing criteria looking at journal entries for any of the following journal types: Match, Details Sent, Brochure Sent and Not Matched

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

    Saved report fail - icon on reports.png

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

    Saved report fail - icon on Organiser.png

A single large red exclamation icon indicates the report requires repair
Hovering over the icon displays a tool tip which indicates the issue

Fix saved Power Report

1. View affected report criteria

From Power Reports:

  • Click affected report on right to display the report criteria

    Saved report fail - report criteria.png

  • 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

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

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

Fix saved report on Organiser panel

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

    Organiser report fail - panel setup option.png

In the Pick categories to display section:

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

    Organiser report fail - cog beside failed report.png

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

    Organiser report fail - edit category option.png

If the affected report is no longer needed, it can be deleted from the Organiser panel instead

From the menu shown above, select Delete Custom Category
The category will be removed immediately - click the tick icon top right to save the panel setup

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

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 Edit Category screen:

  • Click Edit (top right) and select Edit criteria

    Organiser report fail - edit category screen.png

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

    Organiser report fail - edit category - pick prop criteria.png

  • Click Show More

    Organiser report fail - edit category - show more option.png

  • Select Matches

    Organiser report fail - matches subreport 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

      Organiser 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

Organiser report fail - remove sub-report option.png

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

  • Click Done

    Organiser report fail - now fixed.png

  • Click Save

    Organiser report fail - now fixed - edit category screen.png

  • Click tick (top right) to save panel setup

    Organiser report fail - now fixed - panel setup.png

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

    Organiser report fail - now fixed - final shot.png

The edited report is now pointing to the new journal match table

This process should be repeated for all affected Organiser reports

For more information on Matching see Related articles below - for more information on:

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Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

 

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