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Once a report has been activated, the next time it is placed into draft mode the active version will remain. This means that the report can still be used on the dashboard, storyboard, discussion, and by report readers. When the edit is complete the report writer will have the option to either Save the report, replacing the current active report, or Save As which creates a new report.

Draft Vs. Active

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Active

If a user accesses an active report that currently has a draft version, and they have role permissions to edit reports, they will see this message.

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This is designed to remind the user that there is a draft version available, and allow them to move between the two versions easily.

Draft

If a user access a draft report that currently has an active version they will see this message.

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This is designed to remind the user that there is an active version available, allowing them to compare their changes with this version, moving between them easily.

Note: there can only ever be one draft and one active version of a report at a time.

Confirmation Prompts

When a user goes to edit an active report, they will see one of the following confirmation messages, depending on their role permissions.

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Active

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Draft

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Confirm

This is a confirmation window appears when a user has access to edit the report.

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No Access

This is a confirmation window that appears when a user tries to edit a report that another user is currently editing.

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Override

This is a confirmation window that appears when a user tries to edit a report that another user is currently editing, and they have role permission to edit at the same time.

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