Part of the technical design used for new features in Reportlink 8.9.52 required adjustment in 8.9.55 in order to work properly.  As a result, pivot and sheet reports created using Reportlink 8.9.52 will need to be manually adjusted in order to refresh using future versions of Reportlink. If you created your report templates on an earlier version of Reportlink (8.7.52 or earlier), your reports will refresh without issue when you upgrade to 8.9.55.  The manual adjustment is only required for report templates created using 8.9.52. 



Symptom:

When you upgrade to Reportlink 8.9.55 and refresh an existing template, you will receive an error that looks like the one below if the template was created using v8.9.52: 

1DndxdOBrJcwcoq_MKkQqz5fMNcMaQkV9Q.png




If you want to make this one-time correction on your own, instructions for correcting both pivot and sheet reports are included below. 

If you prefer to have our support team correct your files, please send them to [email protected] with a request to update them for Reportlink 8.9.55. We will be happy to help!


INSTRUCTIONS FOR MANUALLY UPDATING YOUR PIVOT REPORTS: 

  1. Open your Excel template and go to File-->Properties-->Advanced Properties (upper right side of the Info screen).  Click on the Custom tab. 
    IHaMqZ1PNXuPRhhrxPfe_3m4xwNNxGhuEQ.png
  2. Each of your pivot reports will have a Properties entry that looks something like this:    jx:Time - Pivot  {"Name":"Time - Pivot","isPivot":true,"tabName":Time - Pivot","LastAccessDate":"12:00:00 AM"} 

    bHC5Or9cLATfin7z9yTuQyvEAR5wvosjAg.png


  3. Click on the pivot report name that you want to fix in the Properties window. 
  4. In the Value field, change the "Name":"Time - Pivot" to a valid feed or report name*.  In this case, the updated value would look like this:    "Name":"time" 

    TXjUYarCq6PGkKVEjK2ei4c64UWtRpzwMw.png


  5. Click the Modify button and go on to the next pivot report to be fixed or click OK to exit out of Properties.  Save the file. 
*Valid feed and report names:  time, expense, travel, time_compliance, expense_compliance, mileage_compliance, daily_compliance, rate, projectrollup, scheduledprojects, assignments, resource_availability, actual_vs_projected, standard_My_Report_Name, system_reportname, etc.  You can also look these up in Reportlink by clicking on the New button.


INSTRUCTIONS FOR MANUALLY UPDATING YOUR SHEET REPORTS: 

  1. Open your Excel template and go to File-->Properties-->Advanced Properties (upper right side of the Info screen).  Click on the Custom tab. 
  2. Your sheet-based reports will not have the required listing in the Properties window.  You will need to create a custom property entry for each of your sheet reports that looks something like this:    jx:Time {"Name":"time","isPivot":false,"tabName":Time","LastAccessDate":"12:00:00 AM"}  The name (e.g., jx:Time) and the "tabName":":"Time" values should match the tab name you see when viewing the sheet report in Excel.  The "Name":"time" value should be a valid feed or report name*. 
  3. Click the Add button and go on to the next sheet report to be fixed or click OK to exit out of Properties.  Save the file.  *Valid feed and report names:  time, expense, travel, time_compliance, expense_compliance, mileage_compliance, daily_compliance, rate, projectrollup, scheduledprojects, assignments, resource_availability, actual_vs_projected, standard_My_Report_Name, system_reportname, etc.  You can also look these up in Reportlink by clicking on the New button.