When troubleshooting issues in ReadyWorks Report Builder, it's important to approach the problem systematically. Here are some common issues you may encounter, along with strategies for resolving them:
1 - Report fails to load or loads incompletely:
This issue often relates to data volume or complexity.
- Check the report's data source and filters:
- Ensure that the primary data source is appropriate for the report's purpose.
- Verify that global WHERE clauses and filters are not overly restrictive.
- Review calculated columns:
- Look for complex calculations that might be causing performance issues.
- Consider simplifying calculations or pre-calculating values where possible.
- Examine linked asset data:
- Reduce the number of fields pulled from linked assets if not all are necessary.
- Consult with your ReadyWorks administrator:
- They may need to optimize database indexes or increase server resources.
2 – Inconsistent or unexpected data:
When report data doesn’t match expectations, consider these steps:
- Verify data refresh timing:
- Check when the last data import occurred.
- Ensure that refresh rates are appropriate for the data’s volatility.
- Cross-check with source systems:
- Compare a sample of data points with the original data sources.
- Look for any discrepancies in data mapping or transformation.
- Review calculation logic:
- Double-check the formulas used in calculated columns.
- Ensure that RAG status criteria are correctly defined.
- Examine filters and WHERE clauses:
- Verify that filters are not inadvertently excluding relevant data.
- Check for any conflicting filter conditions.
3 - Action buttons or forms not working as expected:
If interactive elements are malfunctioning:
- Check user permissions:
- Ensure that users have the necessary rights to perform the actions.
- Verify that the report itself has the correct permissions set.
- Review action button configuration:
- Check the action button's script for errors.
- Ensure that any conditions for button activation are correctly set.
- Test form functionality:
- Verify that all form fields are correctly mapped to asset attributes.
- Check for any validation rules that might be preventing form submission.
4 - Report performance degradation over time:
If a previously well-performing report becomes slow:
- Analyze recent changes:
- Review any modifications made to the report structure or calculations.
- Check if data volume has significantly increased recently.
- Examine usage patterns:
- Look for an increase in concurrent users or frequency of report runs.
- Consider implementing staggered refresh times for heavy reports.
- Consult system logs:
- Work with your ReadyWorks administrator to review system logs for any anomalies.
- Look for patterns in when performance issues occur.
5 - Discrepancies between preview and published report:
If the preview doesn't match the published version:
- Check for unsaved changes:
- Ensure all modifications have been saved before publishing.
- Re-publish the report if necessary.
- Review user-specific settings:
- Verify if any discrepancies are due to user-specific filters or permissions.
- Clear cache and cookies:
- Instruct users to clear their browser cache and cookies.
- Test the report in an incognito/private browsing window.
When troubleshooting, always approach the problem methodically:
- Clearly define the issue.
- Gather relevant information (error messages, affected users, recent changes).
- Test in a controlled environment if possible.
- Apply potential solutions one at a time, testing after each change.
- Document the problem and solution for future reference.