Using Reports : Migrating to Business Center Reports

Migrating to Business Center Reports
In August 2017, reports migrated to the Business Center. User permissions are the same. Your existing report subscriptions have been moved and the report names are appended with _portfolio. For example, if you have a report named TransactionRequests, the name in the Business Center will be TransactionRequests_portfolio. The fields, field order (for CSV), and frequency did not change during this migration.
You can use the Business Center to create new reports, edit reports that were migrated, and download reports. For more information on using Business Center Reports, see Business Center Reporting Developer Guide.
What is Changing?
You will see some minor changes to reports after the migration. These changes include:
Field Changes
Some fields in UMP have been renamed or removed.
Table 15
 
Table 16
XML Report Header
The XML report header now contains the “type” attribute that defines the report type that is being downloaded.
Example
Example
CSV Report Header
The CSV report header now contains the “type” field that defines the report type that is being downloaded.
Example
Example
orgID TransactionRequestReportJuly12th_CSV TransactionRequestReport 1.6 2017-04-08T00:00:00Z to 2017-04-08T23:59:59Z
XML Report Structure
The XML report structure has been changed to reflect the migration to Business Center reporting. <PaymentInfo> has been added to <PaymentData>.
Example
Example
XML Request Object
The XML Request Object has been changed to reflect the migration to Business Center reporting. The following fields have moved from the Request object to the PaymentInfo object:
The following fields were added to the Request object: