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Maintaining Customized Reports During Updates

  • 17 June 2021
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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?

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Best answer by jknauf 17 June 2021, 15:14

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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.

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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.

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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). 

 

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