Tuesday, January 15, 2013

How to avoid breaking report link for drill through, portal page and scheduled job when changing report

It is very often to adjust or convert report; these reports can be used for three situations below:
  1. Reports are drill target reports
  2. Report are used for portal page
  3. Reports are scheduled in a job

You can do following actions based on requirement:



Rename

When renamed a report, all involved links will be changed accordingly

Cut and paste

All involved links will be changed accordingly

Open it and save as same name

All involved links will be broken, including drill through, portal page and Job
  1. Open report A
  2. Copy report to clipboard,
  3. Change XML,
  4. Open report from clipboard
  5. Save as report A

Copy to another folder, then change it, then copy back

All involved links won’t be impacted
  1. Copy report A to My folder
  2. Open report A from My Folder
  3. Change report A from My Folder
  4. Copy report A from My folder to original folder and overwrite old report



Copy to another folder, then copy report to XML, change XML and then save it as same name, then copy back

All involved links won’t be impacted
  1. Copy report A to My folder
  2. Open report A from My Folder
  3. Copy report to clipboard from My Folder
  4. Change XML,
  5. Open report from clipboard
  6. Save as report A in My folder and overwrite report A
  7. Copy report A from My folder to original folder and overwrite old report

Copy to another folder, then save any other report as same name, then copy back

All involved links won’t be impacted
  1. Copy report A to My folder
  2. Save any other report as report A in My folder and overwrite report A
  3. Copy report A from My folder to original folder and overwrite old report




Merge two drill through target reports to one


Given Source report A -> Target report A, Source report B -> Target report B,  


request to change Source report B ->Target report A


Steps:

  1. Delete Target report A
  2. rename Target report B to Target A

( However, this idea doesn't work for Jobs and portal pages. as soon as report deleted, the link will break right away. )



Report View


For report view, only 1) rename and 2) cut and paste work, all other actions do not work. Detail steps: ( New report name: report XYZ v1 ; Old report name: report XYZ; Report view: report view of report XYZ )
Step 1: Cut and paste report : report XYZ v1 from public folder to My folder.
Step 2: Rename report from report XYZ v1 to report XYZ
Step 3: Cut and paste report report XYZ to public folder and override existing report..


3 comments:

  1. None of the options mentioned seems to work while trying to avoid report views from getting broken. Yes, Cut & Paste will work however in real time scenario we need to maintain a seperate version of the report without disturbing the actual version. The moment you copy the report to a different location the ID changes....Any suggestion?

    ReplyDelete
  2. Agreed. (please see check section Report view, which combines rename and copy paste.)

    ReplyDelete