can I copy report and modify the query of the view

Dmitry shared this question 1 year ago
Answered

We have multiple customers and we need to display the same set of reports but with different data to each of them.

The data is taken by the customer id from the DB.

Right now we copy views, change the customer id and create reports from those views.

We have failed to find a way to copy Reports and change its dependency on the view.

As a result, I have to copy views, modify the customer id and then create the report from scratch for each customer.

It's a lot of manual work. So I wonder if there is a smarter way to do that.

So the question is if it's possible to change the view of an existing report?

Also, maybe there are some API calls, which can help to automate that workflow?

Thank you

Comments (1)

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Hi Dmitry,

to answer your question - yes it is possible to change the view of an existing report, you can do this by exporting the report and then importing it back in, during the import process is when you can choose a different view to point it to. You will need to make sure you choose the Custom method of importing:


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And regarding API calls, yes there are import and export web services to help automate the workflow.

However, having said that, there is something very important for you to know : Yellowfin has a special feature called Client Source Substitution that was created for exactly the scenario you have described!

You can learn all about it from the following Wiki article:

http://wiki.yellowfin.com.au/display/USER74/Content+Management#ContentManagement-ClientSourceSubstitution


It will be perfect for your situation, the only catch is that to use it you will have to have setup all of your customers in their own separate Client Orgs. If they are already set up that way then it will be quite easy to use the Client Source Substitution feature, but if they are all within your Default Org at the moment then it will be quite a bit of work to reconfigure all of your customers into separate Client Orgs, however in the long run it will be well worth the effort.


I hope this information helps you, if you have any questions after reading through the relevant Wiki articles then please don't hesitate to send them across to me.

regards,

David