Schedule and Distribute Reports

Schedule Reports

You can schedule report profiles to run at the same time every day or as part of an overnight cycle of scheduled reports.

Distribute Reports

You set up distribution options for new or existing reports using the options on the Report Options dialog box.

1. 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

From the workspace, you can create private folders and place the report in them. You can also create public folders and place reports in them for other users to access. Complete the following procedure to place a report in folder.

1. Click the Reports tab, and select My Folder or Public Folder.

2. Right-click and select New Folder to add a new folder, or Rename to rename an existing folder.

Publish Reports

When you publish reports, other users can view, copy and submit the report. You can publish reports to individual users or entire business groups from the Reports Explorer or workspace.

1. Click the Reports tab. Open the folder containing the report you want to publish.

2. Select the report, and right-click. Select Publish this report to others.
   You see the Publish Report dialog box.

3. Complete the fields on the Publish Report dialog box.

4. Click OK to publish the report to the selected users or groups.
   Once the report is published, the Published Report Design and the Report results are sent to the Public Folder. You, the Report owner, see the report design and results in the appropriate reporting folder, such as Positions or Single Period, in the Reports Explorer.
   The report owner sees the Published icon next to the report name.
   Users to whom the report is published see the Locked icon next to the report name in the Reports Explorer window.

Publish With Underlying Components

You publish a report component and all of the underlying components to target business groups and users using the Publish function. To publish a component, you must either own the component or the component must be published to you directly, or via a business group.

If any of the underlying components are not currently available to one or more of the target business groups or users, the Publish Status dialog box opens. This dialog box verifies if you have rights and ownership properties to publish all underlying components. The Status column indicates if you can proceed with the Publish request.

For example, if you publish a report profile to a business group, and that business group does not have access to the entities contained in the profile or the source contained in the underlying source rule, the publish request fails and the Publish Status dialog box displays the entity and source that are not available.

Click Groups to view a list of the business groups that are part of the publish request. Click Users to view a list of the users selected as part of the publish request. Click the drop-down list next to the items in the Components column to view a list of business groups to which the individual component was published.

Restrict Reports

After publishing a report, you can restrict the publishing or restrict report sharing.

1. Right-click the report in either the Most Recent or Reports folder.

2. Select Publish. Restrict may appear on this menu with Publish. If so, select Publish/Restrict.

3. In Build Components Mode only, Restrict limits the access of reporting and underlying components that are published to other users and business groups. For example, if you published a field rule to a business group, then all of the field attributes contained in that field rule are also published to the users and business groups. When you restrict that field rule, you can also restrict all of the underlying field attributes from the target user or group.
   Complete the fields on this dialog box as described in the following table: and then click OK to save your changes.

Migrating by Adding to the Migration Cart

You can migrate reports from one environment to another using the Migration Wizard.

Report Packages

A report package is a collection of reports that you can submit and distribute to selected users. You can group frequently submitted reports into a package. You can submit the entire group of reports at the same time and distribute them to multiple users. Report packages eliminate the need for each user to manually generate the same reports. Each report package has its own distribution list. When you, as owner, submit a report package to the server, it runs once on the server, and then each user from the distribution list receives a copy of the submitted package.

You can add comments to a package, and view them in the Reports Explorer. Access Report Packages from the Packages folder on the Reports tab.

Viewing Report Packages

Report Package details are displayed on the right. You can drill down into the package to display the underlying reports that comprise the package.

Report Package History

To view Report Package history, right-click a report package and select Show History. A list appears, displaying user and date information for when a user other than the owner made changes to the package.

Publishing Report Packages

Complete the following procedure to publish report packages.

1. Open the Packages folder in the Reports tab.

2. Select the package you want to publish.

3. Right-click and select Publish.
   You see the Publish Package dialog box.

4. To publish the package to all users, right-click in the User Name dialog box, and choose Select All.

5. To publish the package to all business groups, highlight the Groups folder, right-click in the Group Name dialog box, and choose Select All.
   Depending on your level of security for report package publishing, this dialog box either lists only the PACE user and business groups to whom you have access, or lists all PACE users and business groups that exist in PACE. After you publish the report package, a published icon appears next to the package name in the Packages folder of the Reports tab.

Restrict a Published Report Package

If you publish a report package to one or more users, the Users folder in the Publish Package dialog box contains a red check mark. If you publish a report package to one or more business groups, the Groups folder contains a red check mark. Complete the following procedure to restrict a published report package from users or groups to whom the package was already published.

1. Select the Users folder. The Selected Users section of the dialog box displays the users to whom the package is currently published.

2. Right-click on the user and select Remove this User, or click the drop-down list next to the user and deselect the check box next to the user. To restrict the package from all users, right‑click any of the users and select Remove All Users.

3. To restrict the package from a business group, right-click the group and select Remove this Group, or click the drop-down list next to the business group and deselect the check box next to the group. To restrict the package from all business groups, right‑click any of the groups and select Remove All Groups.

Database Information

The GROUP_PACKAGES table in the PACE_MASTER database stores information regarding how report packages are published and to which report package records each PACE user has access to in PACE reporting.

Business Group Security Entity Access

When you create a report package, and one or more of the recipients does not have access to the entity in the report profile, a warning message appears indicating that recipients must have access to all of the contained entities. This ensures that users do not receive improper entity information.

Click Users in the Submit Status warning dialog box to list the recipient users selected in the report package.