This section describes how to schedule and distribute reports.
Topics Covered in This Chapter
Workspace Icons
Scheduling Reports
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Report Packages
Workspace Icons
The following Use the Workspace icons to work with reports. The icons appear in the upper right corner of the workspace:.
Option | Description |
 Preview | Click to preview a report. A prompt to save the report appears. Select Yes to save and preview the report. A sample report appears.  |
Submit | Click to submit a report. The report design is saved, and the report is sent to the server.  |
Submit with Overrides | Click to submit a report with temporarily changed report attributes. The changes are for that run only, and the report definition is not changed. You can override the effective dates, entities selected to run the report for, log level, currency, and report filter. |
 Save | Click to save a report.  |
Close | Click to close the workspace. |
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To access the Report Options dialog box, click the Options button on the Scheduling dialog box that appears when you are creating or editing a report.
You see the Report Options dialog box. The following examples show an original report result and an HTML example.
Place a Report in a Public or Private Folder
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Click the Reports tab. Open the folder containing the report you want to publish.
Select the report, and right-click. Select Publish this report to others.
You see the Publish Report dialog box.
Complete the fields on the Publish Report dialog box
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.
Option | Description |
Users Folder | Open this folder to select users to publish the report to. |
Groups Folder | Open this folder to select groups to publish the report to. |
Publish Results | Select this checkbox for all users to whom you want to publish this report. |
Show me only users in my group | This options is selected by default. Deselect it to view and publish reports to users in other business groups. |
Publish to underlying Groups as well, while publishing to compound groups. | You can identify Compound Business groups by a blue shaded icon. Select this checkbox to publish to the business groups contained in the compound group. Deselect this option to only publish the selected component directly to the compound group and not allow access by users in the underlying regular business groups. |
When you choose to restrict the Report Profile from some User and/or Groups you could: | Restrict the report profile and its underlying components. Click the underlying components link to select underlying components to restrict. Restrict the report profile only. Select to restrict only the report profile. |
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The report owner sees the Published icon,
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, next to the report name.
Users to whom the report is published see the Locked icon,
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, next to the report name in the Reports Explorer window.
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