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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 Report Server or Logi Report Designer into the existing resource node. Versions of a report, dashboard, or analysis template can be generated by saving them as new versions.

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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/Library Component/Analysis Versions by Saving as New Version

Reports, dashboards, library components, and analysis templates can be saved as new versions into existing resources of the same type 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 box.
  2. Do not change the default location or file name.
  3. Configure the other settings.
  4. Select OK.
  5. In the Confirm dialog box, select As Version to save as a new version.

    Confirm Dialog

If you want to save a new version into another existing resource of the same type, in the Save As dialog box, 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 box:

    Advanced Run - Archive tab

    1. Specify where to save the result version by setting the Archive Location option.
      • To generate the report result version as a built-in version of the report, select Built-in Version Folder. However if you are an organization user and the report is in the Public Reports folder, or the report is a shared report, you cannot use the built-in version folder to generate the report result version.
      • 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.
    3. Submit the task.

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

  • When scheduling a report to publish it to the versioning system, in the Publish > To Version tab of the Schedule dialog box:
    1. Specify where to save the result version by setting the Archive Location option.
      • To generate the report result version as a built-in version of the report, select Built-in Version Folder. This option is not available to a shared report, and to organization users when the report is in 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.
    3. Submit the task.

    Then when the schedule task is finished, a report result version will be generated to the specified location. If you schedule to run the report in multiple formats, the multiple report results are regarded as one version.

  • When exporting a page report or web report, in the Export dialog box, 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 refer 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, /My Reports/ refers to the My Reports folder in the resource tree, and the folder name (foldername) refers to an existing folder in the resource tree.
    • For the Organization Reports Folder option, /Organization Reports/ refers to the Organization 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 My Reports Folder or Organization Reports Folder option.

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