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Share classifications across report suites (parent/child relationship)


Level 4


Provide the ability to have a report suite use the same classification settings and data as another report suite. When classifying a variable, give the user three options:


  1. Link to an existing report suite (share the settings and data)
  2. Copy the settings and data from another report suite. [This should copy the settings and data. If the report suite you're copying from has a SAINT FTP import, add the new report suite to the list of report suites on the import.]
  3. Use report-suite specific data and settings (the current setup)


If the user linked the accounts:

  • Any changes made to the "parent" report suites classifications (e.g. adding or removing a field) should automatically replicate to all child report suites.
  • All existing data in the parent report suite should automatically be available in the child report suite
  • Any new data uploaded to the parent report suite should be linked to the child report suite(s)
  • When importing a file via FTP, send a single success/failure email
  • When creating a new report suite from a template, if the classification is a "parent," the new report suite should default to


Problems this would address:

  1. When adding a new report suite that requires the same classification as an existing one, you currently have to manually upload the existing data into the new report suite.
  2. Make it easy to copy classification structure and/or existing data and imports with or without linking the report suites.
  3. If you have dozens or hundreds of report suites sharing the same data and have an automated SAINT classification import that includes all of them, you get separate success/failure notifications for each report suite. Instead, you'd get one.
  4. Avoid the dreaded "The classifications for this report do not match for all report suites. Only classifications that match exactly can be viewed and edited across report suites." error.