Migration Package - User Report (includes Prereqs and Report Types) replaces this migration package type.
This type is retained for backward compatibility.
|
User Report
You cannot create a migration package for an Equus standard User Reports (ones that have been delivered by Equus and have an Equus System Code).
User Reports can be migrated from the system level or company level but can only be created at the system level.
When migrating a User Report, you are required to enter the User Report Type ID. The User Report Type must contain all the tables needed by the user report. If you enter an invalid User Report Type ID (one that does not exist), you will receive an error. If you enter a valid User Report Type ID (one that exists) but not the correct one, with appropriate tables needed by the User Report, the User Report will be created successfully, but the report will be wrong. It will likely contain blank fields (as if you created the User Report Type, created the User Report using that Type, then modified the User Report Type removing some of the tables).
If the User Report uses an Equus Standard User Report Type (contains a system identifier), you will not be prompted for the User Report Type when you apply the migration package.
Note - Generated SQL is not copied with the User Report. The User Report must be run in order for the SQL to exist. This is typically not a problem, but might be an issue when the user report is used in Production Report Batch, Cost Estimate Line items with inputs fed by the user report, and possibly other situations. It is strongly recommended you run the user report after creating it.
User Report Information Not Copied
Favorite
Report Execution Data Sensitivity
Used for Widget (will not appear in the portal reports lists) - This is only available for company-level reports, and therefore will not be copied over to the target system as all user reports are created at the system level.
Account Sums within the list of Data Fields - The field will be copied over; however, the Account Sum will be blank. The Currency is copied. There is no warning within the User Report that the field is blank.
Custom Fields - If the field exists and is configured, it will be included. If not, the report will show an error/missing field.
Payroll Export Filters will be lost if the source system has the Payroll Export Filter Lockout system preference set to Yes, and the target system has it set to No. The additional filters will be copied, and will appear in the newly created report, but when the report is saved, they will be removed.
Only use formatting when report is run as HTML, Excel Formatted, or PDF, available on the Formatting tab. This setting is not copied over.