1. Users can edit all properties of the report. Some changes will cause the report to fail.
2. Changes made by users are overridden on upgrade

B. The following changes are suggested to resolve this issue:

1. Change the report maintenance form to allow edit of the following properties:
   1. Description
   2. Date and Field Tags
   3. Email Document Template
   4. Combine email data script and report data exists script on a single lookup as these depend on each other.
   5. Email Data Script - We need to be able to determine which scripts are compatible with which reports.
2. When a report is modified, we will remove the entry from the reports table so that the upgrade script will create a standard report entry. This will mean that previously changed values will be reset.
   
3. Due to B.2 customizations will need to be maintained separately and reapplied when standard reports are changed.
4. Email data script can be a blank, this implies the report cannot be emailed.
5. Rename Email Data items to explain its purpose. E.g. rename "SYS Logged In User Email Data Grid" to "Email to document template email addresses"
6. Add "Email To" in report schedule
7. The report schedule will email to based on "Schedule, Document template and email data grid script"
8. Change email data grid script for logged in user to use email document template for the email address.

We have reviewed the design and made the following changes:

1. Report Maintenance
   1. Removed ability to add/edit/delete the record. Notes can be updated from Reports menu.
   2. Moved EmailDataScriptID, ReportEmailDataScriptExists and EmailDocumentTemplateID to "Report Email Setup". This can be maintained by expanding the report maintenance record.
2. Report Schedule
   1. Added "Email To"
   2. Added "Email Report Option"
   3. Added "Run report as user"

1. All reports that can be emailed has an entry in "Report Email Setup".
2. Reports such as "Customer Statement, Payslip, etc" has two entries in "Report Email Setup" with a default option ticked.
3. Users can change the Document Template which is the email body.
4. The email will be sent to the following entities:
   1. Report Schedule ~> Email To
   2. Document Template -> Email To, CC and BCC
   3. Emails extracted from the "Report Email Setup" such as "Customers or Employees, etc"

Hi Sanjay, 

The emails sent from report schedule should use the email script assigned in the report schedule. Currently, it is picking the default email script that is assigned to the report.

regards
Alvis

Hi Alvis, Changes have been made in BETA4 and applied to DEV environments. Can you verify this and allocate to UAT?

Regards
Sanjay

The case has been successfully tested. Refer to table for details

Case has been documented under

• Business Intelligence --> Report Maintenance
• Business Intelligence --> report Schedule

Please review and close.

Thanks 

Thanks Rashna,

Do we need to document this?  if not please go ahead and close this case.

Regards
Sanjay

Documentation on the case has been completed. Refer to comment 13.

This case is now closed.