Skip to main content
Solved

Maintaining Customized Reports During Updates


cmoreland
Semi-Pro III
Forum|alt.badge.img

During our last two updates (2021R1 v.106 & 2021R1 v.107) All of our customizations to our reports have been reset to the default Acumatica formats.  What can we do to prevent this from happening as a best practice?

Best answer by jknauf

So you’d want to create a customization project to contain all of your report changes. You can do that on the SM204505 screen. Once you create it, open it up and click on the tab on the left that says reports. Here you can load up all the reports you’ve customized and save them. Now whenever you upgrade, you just need to republish that customization project and it will reapply all your customizations.

View original
Did this topic help you find an answer to your question?

3 replies

Forum|alt.badge.img
  • Varsity II
  • 35 replies
  • Answer
  • June 17, 2021

So you’d want to create a customization project to contain all of your report changes. You can do that on the SM204505 screen. Once you create it, open it up and click on the tab on the left that says reports. Here you can load up all the reports you’ve customized and save them. Now whenever you upgrade, you just need to republish that customization project and it will reapply all your customizations.


Forum|alt.badge.img
  • Jr Varsity III
  • 36 replies
  • July 16, 2021

I wondered what the benefit of adding the reports to a customization project were.  Looks as though I need to do that.   @cmoreland I also maintain copies of the files on a server that is backed up.  You can use Save As to do that.


cmoreland
Semi-Pro III
Forum|alt.badge.img
  • Author
  • Semi-Pro III
  • 106 replies
  • July 16, 2021

We have moved to a model of developing locally and updating to a staging server then moving the packages to the live server for deployment (more or less). 

 


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings