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Information lost on customisation due to updates

  • November 16, 2023
  • 1 reply
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I have experianced that we loose quite a bit of information after updates. Items like value added tax numbers on POD’s and Pro-Forma invoices. 

I would like to understand if this is due to the updates or the way that the customisation was implemented? 

Best answer by lauraj46

Hi @DewaldCon ,

When modifying reports in the Report Designer, do you save the modified report as a new version?  If so, I believe the version will be preserved on updates.

You can also use File --> Save As to save the reports externally as a backup, and/or add the reports to a customization project and republish after an update.

Hope this helps!

Laura 

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lauraj46
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  • November 23, 2023

Hi @DewaldCon ,

When modifying reports in the Report Designer, do you save the modified report as a new version?  If so, I believe the version will be preserved on updates.

You can also use File --> Save As to save the reports externally as a backup, and/or add the reports to a customization project and republish after an update.

Hope this helps!

Laura 

​​

 

 


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