Upgrade Version 4 Templates
To use a Reports Wand 4 report after upgrading to Reports Wand 5, the Reports Wand 4 templates will need to be upgraded. This is done using the provided Upgrade tool.
Open the report template that needs to be upgraded. This can be any Reports Wand 4 template, with any customisations present. These will not be affected.
First select the report range. This is the range from the grey line at the bottom of the data to the grey line at the top, and is the width of these grey lines.
Then click the Upgrade button on the tool bar in Mass Administration. A confirmation message will appear:
Click Yes to continue, or No to cancel the process. Below is an upgraded template.
There are 3 visible changes to a template that has been successfully updated:
- Row 6 is now also hidden.
- Cell B4 has a different text, and is no longer a hyperlink.
- The Last Run column has been deleted.
Double click on cell B4 to show the parameter dialogue to run the report.
Manual Steps Required
If a next level drill function is present in the worksheet, this will not be updated. If the report that this function uses has been updated, then this function will have to be manually fixed.
The functions must be updated on the first row in the report, as these are copied down the report when it is populated. There is no need to update any functions on any other row, as these will simply be overwritten when the report is next populated.
Upgrade Errors
If the Report Range is incorrectly selected, the report will not be found and the following message will be displayed: