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Report Designer - Save to Server, not in Site Map

  • 16 February 2023
  • 2 replies
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Userlevel 3
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I was having an issue with getting my new saved report getting into the site map.  

At the time of writing this report I was able to get it to work by “Open report from server - load report lists” and saving it as a new report.

I was not able to get it to show up from editing the saved report and saving it to the server.

Problem solved, has anyone else had this issue?

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Best answer by meganfriesen37 18 February 2023, 00:19

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Userlevel 7
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When you create a brand new report, you have to add the report and the address manually to the site map.  See the documentation here under the “Report Publication” section.

https://help-2022r2.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=b78decec-1048-4c7c-8526-5640275383b9

Also - when you create a new report, don’t forget to update the access rights because by default any new reports have the “not set” setting for every role which means that everyone has access to in.

Megan

Userlevel 5
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Can you show me the Report Name and the Site Map designation? Assuming they are a 100% match, this should have worked for you.

The other thing to check is that you didn’t check a previous version of the report to use from the RUN  REPORT screen. If you did set it to run an older version, the new versions may not update who is being shown and you’ll forever see something like Version 1.03 instead of your new and improved version 1.08, or whatever, until you go in and manually set it to the most recent version.

 

 

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