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

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:

1 What are the background changes in 12.183?
2 How does this impact my saved reports?
3 How to identify & fix affected reports
- 3.1 Fix saved Power Report
- 3.2 Fix saved report on Organiser panel

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?

How to identify & fix affected reports

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

Fix saved Power Report

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

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

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