Deprecation of Custom Reports - Phase 2

The deprecation of Custom Reports that began with the August ’22 release will continue with Phase 2 of the deprecation occurring with the November ’22 Release. The deprecation is implemented in phases to give customers time to prepare and to complete their migration to Reporting 2.0. With Phase 2, some Custom Reports features are removed. Please review the Deprecation phases and their milestones at the end of this deprecation announcement.

Customers who wish to migrate their custom reports to Reporting 2.0 ahead of the 2022 deprecation can do so by using the Custom Reports Migration Tool available in Reporting 2.0. See Reporting 2.0 - Custom Reports Migration Tool.

Customers must migrate any custom reports they wish to keep. There is no auto-migration of reports to Reporting 2.0.

Deprecation Phases

Phase 1 - August '22 Release (5 August - Q3):

  1. Remove "create" permission, customers can no longer create new Custom Reports.
  2. Remove “edit” permission, customers can no longer edit existing Custom Reports.
  3. Remove options for customers to add new deliveries (scheduled, FTP, email, etc.)
  4. Continue support for running existing Custom Reports, including existing scheduled reports.
  5. Continue to support migration.

Phase 2 - November '22 Release (4 November - Q4):

  1. Stop all Custom Report deliveries (scheduled, FTP, email, etc.)
  2. Ad-hoc run of Custom Reports remains possible.
  3. Continue to support migration.

Phase 3 - February '23 Release (February - Q1 2023):

  1. Remove all remaining access for Custom Reports.
  2. Customers can no longer use or migrate Custom Reports at all.

Resources

Click here to download the Custom Reports Deprecation Guide.

Click here to download the Reporting 2.0 Adoption Kit.

Click here to view the Online Help - Reporting 2.0 Overview.

Permissions

Permissions in Reporting 2.0 are different than the permissions for Custom Reports. Custom Reports had a "Manage" permission for creating and editing reports and a "View" permission for viewing reports, whereas Reporting 2.0 permissions are more granular and users need to be given multiple permissions in order to create or view reports.

It is important to be aware of the differences between permissions in Reporting 2.0 and those in Custom Reports so that users have all necessary permissions to begin using Reporting 2.0.

For more information about Reporting 2.0 permissions, see the following:

  • Permissions in Reporting 2.0 - This provides detailed information about Reporting 2.0 permissions.
  • Permissions List - This provides the list of permissions and their relationships so that you know which permissions users need to have to create and view reports.