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Convert legacy Report Builder workbooks to datablocks

As part of the move to a new Report Builder technology, you can quickly convert your current legacy workbooks to Javascript-based workbooks.

IMPORTANT
Duplicate each workbook and rename one version before you convert it. That way, you still have a copy of the original workbook should you need it.

  1. Set up the new Report Builder by following these instructions.

  2. Open Excel and click the ۶Ƶ Report Builder icon at the top right.

  3. Click Login and log in to Report Builder.

  4. The Report Builder add-in detects if this workbook contains Legacy Report Builder requests.

    upgrade workbook prompt

  5. If one or more legacy requests are found, click Upgrade to upgrade a workbook.

    note note
    NOTE
    You have to upgrade each request individually. Bulk upgrade is not supported.
  6. A warning appears that alerts you to changes to the workbook if you upgrade. It also urges you to create a backup of your legacy workbook before proceeding.

    upgrade warning

  7. Click Proceed to continue with the upgrade.

    If the upgrade is successful, the following completion notice appears:

    upgrade complete

  8. (Optional) Click Download upgrade report. This report contains the status on each data block that was upgraded.

You can now manage the data block.

Legacy Report Builder features not supported in the New Report Builder

When comparing the functionality of Legacy Report Builder to the new Report Builder Add-in, some legacy functionality is no longer available:

  • Real-time requests

  • Path/Fallout reporting

  • FTP option for scheduled reports

  • Visitors metrics. The following metrics will all be converted to “unique visitors”, even though the reporting result may not be an exact match: visitorshourly, visitorsdaily, visitorsweekly, visitorsmonthly, visitorsquarterly, and visitorsyearly. This also applies to mobilevisitorshourly, mobilevisitorsdaily, mobilevisitorsweekly, mobilevisitorsmonthly, mobilevisitorsquarterly, and mobilevisitorsyearly.

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