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Protecting Customizations of Seeded Reports from Upgrades

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I need to customize one of the reports provided by Enginatics. If I modify the SQL directly, will my changes survive a future Blitz Report upgrade?

5 replies

  • Support Enginatics

    No, seeded reports should not be modified. If you change them, those updates will be removed as soon as a new version of Blitz Report is installed.

  • What is the correct functionality to use to ensure my customization is safe?

  • Support Enginatics

    You must use the Copy Report feature, found under Setup > Tools. This creates a new, distinct copy of the report that you can safely modify.

  • Does the copy feature handle everything, like assignments and categories?

  • Support Enginatics

    The Copy Report functionality creates a new definition but does not copy assignments or category assignments. You will need to manually re-assign the new custom report to users or responsibilities.

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