Handling Multiple Copies of Same Report

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EQuIS 7  >>  Professional > Reports > Publishing Reports >

Handling Multiple Copies of Same Report

The Report Publisher can set up multiple copies of the same report, and even set up different versions of the same report to be available at the same time.

 

This help topic is meant primarily for class reports (*.dll). However, these same steps can be used with SQL Reports (*.sql) and RDL Reports (*.rdl).

 

Create Multiple Copies of Same Report

 

Having multiple copies of the same report allows the setup of these copies with differences in the parameter default value and visibility, if the parameter is required along with other parameter properties.

 

There are two ways to create multiple copies of the same report. The first method is the easiest.

 

Method 1

 

1.Open a report in the Report Publisher.

a.Click on Publish > Publish Reports in the Import section to the left of the Home tab ribbon of EQuIS Professional. Select the report file (such as a class report assembly, *.dll) to be loaded or

b.With the Open Dialog opened to Reports, click on Publish or right-click in the white space between the report listings and click the Publish Report(s) option, and select the report file.

2.Select the report to be copied from the left pane, after it is loaded in the Report Publisher Form.

3.Click the Copy button at the top-right of the form.

4.Use the Report Publisher Form to make sure the new copy of the report has the desired values for the New Report Display Name and for each parameter in the New Parameter properties.

 

Warning: The new report Display Name must be unique. If another existing report has the same Display Name as the new report, the new report will fail to publish.

 

5.Make sure the new report is checked in the left pane of the form. Click the Publish button (Save icon) to publish the new copy of the report.

 

Method 2

 

The second way to create a copy of a report is by renaming the Display Name. If no existing report uses the default Display Name (as defined by the report assembly) when loading that report file in the Report Publisher, a new copy of the report will be loaded in the Report Publisher form with the default report Display Name, along with all existing reports.

 

1.Rename the Display Name (ST_REPORT.DISPLAY_NAME) of the existing report to be copied to something other than the default Display Name defined in the report file.

2.Open the report file in the Report Publisher by following number one in Method 1 above. Make sure a new copy of the report with the default Display Name is listed in the left pane of the Report Publisher Form. Follow numbers two through five in Method 1 above to finish publishing the new copy.

 

Storing the report assembly in the database when publishing multiple copies of the same report does not create multiple records of the report assembly in the database. Each report saved in ST_REPORT will point to a single record in ST_MODULE, referenced by the MODULE_ID column.

 

Retain Old Versions when Publishing New Report Version

 

When working with multiple versions of the same report assembly, EQuIS Professional and Enterprise applications will compare the different versions of the report that are accessible (either in the application bin folder or in the database), and will run the report using the newest version.

 

1.Rename the existing report's Display Name. It may be helpful to choose a name that is descriptive of the version. Also, if not already the case, make sure the old version of the report assembly is stored in the database. It is possible to use the Report Publisher Form to do both actions using the old version of the report assembly file.

2.Load the new version of the report assembly into the Report Publisher Form.

3.Uncheck the old version of the report, in the left pane. Select the new version of the report with the default Display name.

4.Check just the new version of the report in the left pane. Click the Publish button (Save Icon) to publish the new version of the report.

5.Select YES (when prompted) to store the report assembly in the database. Having unchecked the old version of the report allows it to keep its reference to the old report assembly in ST_MODULE, while the new version of the report now points to the new version of the report assembly in ST_MODULE.

6.Remove or rename any copy of the new report assembly file that is in either the EQuIS Professional folder (default location C:\Program Files\EarthSoft\EQuIS) or Enterprise bin folder (default location on the server C:\Program Files\EarthSoft\Enterprise6\bin). Otherwise, when running the old version of the report, the application will run it using this new version.