Publishing and Updating in the Report Library

Estimated reading time: 6 minutes

Publishing and Updating Report Templates in the Report Library

Once you have finished creating a report template using the Interject Financials for Epicor configuration manager, you can publish the report template to your Interject Report Library. Each report template you publish will be versioned, so that you can track changes. You can also set the status of report templates to Dev, Test, Live, or Superseded. Once set to live, all users in your organization with access to the report library will see and can use the report template through their Report Library.

In this example, we’ll use a template created internally by Interject developers. However, the same process will be applied once you’ve finished making your own report template following the steps in previous pages of this training section.

To Do:

Step 1: Hit Ctrl-Shift-J or the pull button, and click Clear Save Report Temp

Step 2: With the data cleared, save the Excel file on the local machine, either on the desktop or in a folder you’ve specified for this purpose.

Step 3: Now open the Report Library, either using Ctrl-Shift-L or the Report Library button on the Interject Ribbon. If you need to create a new folder for your published report, you can right click in the Folders section and add a new subfolder. Otherwise, right click in the Report Links section and choose Create a New Link. Save Report Temp

Step 4: In the “Create New Link” window, type in “Link Name” the name you want for the report template in the library. You should also add a description at this point, especially if your report template is an updated version. Save Report Temp

Step 5: Set the version to Dev, Test, Live, or Superseded. We use live in this example. You can also give the template a version name and version notes to document what changes were made.

  • Live: Standard users can only see live reports, so only use this when the report is ready to be published.
  • Test: Test means that development is complete, but the report is still in testing.
  • Dev: In development by the report writer.
  • Superseded: A report that is no longer used but is still available by admin users for review. Save Report Temp

Step 6: Choose the link path by clicking Browse and locating the Excel file you just saved. Save Report Temp

Step 7: If you’ve created documentation for your report template, you can add a link to it here using either a web-link, a local or network file, a local folder, or a Windows process. Additionally, you can attach a local file path. Save Report Temp

Step 8: Click Save.

Updating Existing Report Templates

The process for updating existing report teplates is largely similar to saving entirely new template. We’ll begin with the BALCONSOL report open.

To Do:

Step 1: While still in the report template you just saved, click Save As, and give the file an updated version name, such as “BALCONSOL_v2.6.3”.

Step 2: Hit Ctrl-Shift-L or the Report Library button on the Interject Ribbon.

Step 3: Right click on the version of the report you have updated, choose **Save Current Workbook”, and then choose “Create New Version of “[name of your report]””. Save Report Temp

Step 4: In the “Create New Version” window, you will complete the same information as the steps above for saving a new report. The difference here is that you will want to include an updated **Version Name” and description to identify the updated report as separate from previous versions. Save Report Temp

Step 5: You will be prompted to convert any other Live versions of the report to Superseded. Click Yes. Save Report Temp

Your new report version will now be saved and available in the Report Library. Save Report Temp