I have a report (CR) that has several instances on Infoview. I want to update the report (rpt file), but I don't want to lose those instances.
What is the best way to do this? Change the title of the current version of the report and then upload the new version? Is there a best practice for preserving instances?
Also, I want to move old versions of reports (and their instances) to a different folder. How can I do this?
Thanks for the help.
Kashif Saeed replied
Here is a catch (Business Objects refers it that this is by design). You can update a report using Publishing Wizard, which will create a new copy of the report with (2) in the end. Or, you can use Crystal Designer. I prefer using Crystal Designer because it allows you to save changes to the report in the repository.
If you open the report in Crystal Designer, make your changes, then go to File> Save As ...it allows you to save to Enterprise (at the bottom left of the Save screen). When you save it to the enterprise, it overrides the already existing report.
Make sure that you have 'Add to the folder' and 'Edit Objects' granted to this folder in CMC.
Hope this helps.
Edited by: Kashif Saeed on Oct 7, 2008 4:08 PM