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Protecting Customizations of Seeded Reports from Upgrades

Avatar photoCustomer November 27, 2019 at 3:18 am

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?

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    • Support November 27, 2019 at 12:08 pm  

      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.

    • Avatar photoCustomer November 28, 2019 at 3:52 pm  

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

    • Support November 29, 2019 at 8:08 am  

      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.

    • Avatar photoCustomer November 29, 2019 at 7:05 pm  

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

    • Support December 1, 2019 at 10:02 am  

      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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