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How to automate scheduling BO Web Intelligance Reports ?

former_member226000
Participant
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Hello Experts ,

I am working on BO 3.x version . As per the client requirement , we have to schedule almost 10+ reports daily using infoview . This is a really tedious task which takes almost half an hour daily . Can anybody please help me out on how I can automate scheduling of reports itself ?

-- Mandar .

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Answers (3)

Answers (3)

Former Member
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Former Member
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Hi,

There are 2 options.

1. Schedule each report at a particulat intervel of time.

2. Creating Publication by which you can schedule Multiple reports at the same time.

1.Scheduling Each report:

Right Click on the report,Choose Schedule.

Follow the below steps:

  • Title : it may be your Report Name or any name that you want to display when the report is scheduled.
  • Description : is optional , It may contain some details descriping your report purpose.
  • Recurrence: This option should be chosen as per your requirement, choose one option from the below ----> Now, Once,Hourly,Daliy,Weekly....etc
  • Format : You can choose the format you want to schedule : Web Intellegence,Microsoft Excel,PDF,CSV.
  • Caching: You can choose the required option if you want to have a copy of the scheduled report.
  • Events: If you have any events that needs to happen before the report gets schedule or the report has to be schedule after some job is completed...you can set here.
  • Server Group : Choose the appropriate Server Group
  • Destination : Choose the destination you want the report to be scheduled.
    It may be a Common Share Path,Email,BI Inbox,FTP Server,File System as per the requirement.

2. Creating Publication:

Click on New Publication after navigation to the Public Folders.

  • General Properties : Give the Titile , Description and Keywords as per your requirement.Say for eg : If you are sending Sales report for 5 Products you can provide the Title as " Sales Data "
  • Sorurce : Here you would be adding the reports you want to add to publication by Clicking on "Add" button and selecting the reports from the respective Folders.
  • Formats : You can choose the format you want to schedule : Web Intellegence,Microsoft Excel,PDF,CSV by report wise
  • Destination : Choose the destination you want the report to be scheduled.It may be a Common Share Path,Email,BI Inbox,FTP Server,File System as per the requirement.
  • You have an option of Zipping all the reports you have added and send as one ZIP file.
  • Additional options: would be your Prompts , Recurrence , Events etc.
    After doing all this save your "Publication".
  • Then you can see your instance in the Folder where you have created.
  • Right click and say Subscribe.once subcription is done.
  • Right Click and Say Schedule.You can see all the detials yoou have provided.You can modify if you want to change anything for that particular time.
  • If everything is fine , then say Schedule.
Former Member
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