I have a scheduled report that runs each week. The users of this report would like to see the changes to the report week over week. When I use Track Changes, it only shows the changes since I last refreshed and saved the report. This means I can’t rely on a fully automated method.
Is there a way to get the Track Changes to show the changes since the last run instance?
Or is there any other way, such as some automated method I can use to refresh and save right after the scheduled instance runs?
I am having the same issue. The feature works great in “manual” mode, but when scheduling it is having issues. I am not doing anything fancy just using the default destination. I just want each report to compare to the prior instance. The manual even implies that this should work with scheduling.
I might have to resort to logging an issue with SAP. I cannot find any clues on what to do.
I should check SAP portal before posting. I see a note that relates to this problem. Short answer is that scheduling will only work with fixed data. Details are below. Just shows how bad the manuals are …
1544368 - Data Tracking not working properly with recurring instances
Cause
This is by design.
This is how Data Tracking works when a report is scheduled-
-> Data tracking is possible when scheduling the WebI reports when Data tracking Reference set to Fixed data at report level.
-> In this case whenever a report or report instance got scheduled, the change in the report data is always compared with the fixed data that we set at report level.
-> But it will not consider last instance as fixed data.
-> We cannot set last instance data as fixed data or data tracking based on last instance data.
-> This feature is currently not available in the product.
Resolution
An Enhancement Request ADAPT01245377 has been raised with the following recommendations-
-> To allow data tracking on report schedule event so that it can compare data between two or more successive report instances
-> To allow the option to automatically use the previous instance as the reference to the current instance
-> To have a popup window in data tracking where you can pick the “from” and “to” instances to be compared
-> To be able to pick any instance as the reference
I tried checking the “refresh when opening” property for the report. That seems to make the data tracking feature work on a scheduled report. However, I fear that it may cause the report to refresh twice when the schedule runs - one when it is opened and another because of the schedule itself…
We found that the problem occurs when the report is moved from the Development environment to the Production environment and then scheduled there without running first in Production. We followed this process to get it to work correctly.
Turn on tracking in the report, if off
Refresh report queries in Production from folder list and save
Delete recurring schedule and existing instances
Create new recurring schedule
Make sure an instance of the recurring schedule exists
If by “scheduled run of the report” you mean a run of the recurring schedule, then no, we don’t have to do the process each time. The scheduled report retains the correct reference to the data from the prior run.
Refresh report queries in Production from folder list and save
This means I have to refresh the report and save in production every time after the schedule ran to make the saved data in the report equal to the last instance. Otherwise it will forever compare with the constant saved report data.
For a daily report this is not really what you want… Isn’t there any way to refresh and save the report automatically (event based preferably)?