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Creating Versions

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Creating Versions

Generally, report result versions are created when an end user runs a report using Advanced Run or Schedule Run. Versions for a report, library component, or catalog can be created by publishing them respectively from Logi JReport Server or Logi JReport Designer into the existing resource node. Versions of a report, dashboard, or analysis template can be generated by saving them as new versions.

Below is a list of the sections covered in this topic:

Creating Report/Library Component/Catalog Versions by Publishing Resources

The method for creating a new version to a report, library component, or catalog is by publishing a resource of the same type with exactly the same name to the same location in the server resource tree. For how to publish, see Publishing Resources.

When publishing resources, you need to apply an archive policy so as to save the published resources into the existing resources as a new version.

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Creating Report/Dashboard/Analysis Versions by Saving as New Version

Reports, dashboards, and analysis templates can be saved as new versions into existing resources of the same type, by using the Save As feature. However the existing resources should not be real path resources so that they can have versions.

The most possible usage is to save a new version into the current resource:

  1. Open the Save As dialog.
  2. Do not change the default location or file name.
  3. Configure the other settings if required.
  4. Select OK.
  5. In the Confirm dialog, select As Version to save as a new version.

If you want to save a new version into another existing resource of the same type, in the Save As dialog, specify the location and file name of the existing resource and then follow the other steps as above.

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Creating Report Result Versions

A report result version can be created through any of the following operations:

  • When advanced running a report, in the Archive tab of the Advanced Run dialog:
    1. Specify where to save the result version by setting the Archive Location option.
      • To generate the report result version in the built-in folder, select Built-in Version Folder. This option is not available to organization users when the report is from the Public Reports folder.
      • To generate report result version in a standalone resource node in the resource tree, select My Reports Folder or Public Reports Folder (unavailable to organization users) or Organization Reports Folder (available to organization users only), and then provide the path and resource name information in the corresponding box.
    2. Apply an archive policy to the version as required and submit the task.

    Then, when the report finishes running, a report result version will be generated to the location specified.

  • When scheduling a report to publish it to the versioning system, in the Publish > To Version tab of the Schedule dialog:
    1. Specify where to save the result version by setting the Archive Location option.
      • To generate the report result version in the built-in folder, select Built-in Version Folder. This option is not available to organization users when the report is from the Public Reports folder.
      • To generate report result version in a standalone resource node in the resource tree, select My Reports Folder or Public Reports Folder (unavailable to organization users) or Organization Reports Folder (available to organization users only), and then provide the path and resource name information in the corresponding box.
    2. Apply an archive policy to the version as required and submit the task.
    Then, when the schedule task is finished, a report result version will be generated to the location specified.
  • When exporting a page report or web report, in the Export dialog, select the Save to Version System option, configure the other settings, and then select OK. A report result version will be generated to the report file in the server resource tree.

Notes:

  • The resource path and name refers to the resource path and name in the resource tree. For instance, /foldername/filename.
  • For The Public Reports folder option, the first slash mark (/) refers to the Public Reports folder in the resource tree, and the folder name (foldername) refers to an existing folder in the resource tree.
  • For The My Reports folder option, the first slash mark (/) refers to the My Reports folder in the resource tree, and the folder name (foldername) refers to an existing folder in the resource tree.
  • When generating report result versions in an existing standalone resource node in the resource tree, for example, creating a new version for a resource node, you should make sure to provide the path and name of the existing resource for The Public Reports folder or The My Reports folder option.

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