This documentation applies to the 8.1 version of Remedy Action Request System, which is in "End of Version Support."

To view the latest version, select the version from the Product version menu.

Publishing reports

A user who is authorized to run a report listed in the Report Console can also distribute that report to a specified recipient or list of recipients (called report publishing). For details about running a report, see Running reports.

  1. In the Report Console list, locate the report that you want to publish.
  2. Select the report and click Publish.

    Note

    If the report was created from a Results List or has been combined with a Saved Search to create "My Reports," those qualifications will not be used when running the scheduled report. Therefore, make sure that the report selected contains appropriate qualifications within the report itself. If no qualifications are defined within the report, the report will run as an unqualified query and might return more results than anticipated.

  3. In the AR System Report Schedule UI dialog box, select the file type for the report from the Export options list. For example, PDF, Word, HTML, PowerPoint.

    Note

    If you use the HTML option, images and charts in a report are not rendered.

  4. In the Send report to field, enter the email ID, login ID, login name, or email address of the recipients to distribute the report.

    Note

    Use semicolon (;) to separate the email IDs.

    In the Send status to field, enter the email ID, login ID, login name, or email address of the recipients to provide information about the report status or errors that might occur while publishing the report.

  5. In the Qualification to Use field, use or modify the external qualification that was entered when searching the form data. If you modify the qualification, by copying it from the Report Console or the advanced search bar, it overrides the qualification from the initial qualified search. If this field is empty, the embedded report qualification is used.

    Note

    The Qualification to Use field does not appear when publishing or scheduling a report from the Report Console instead of performing a form search. It also does not appear after an unqualified form search or after editing an existing schedule with a pre-saved empty qualification.

  6. Click Finish.

Example of modifying a qualification when scheduling a report

Bob, a manager for the training program, creates an ad-hoc report by selecting the Sample:Classes form and running a search. Bob saves the qualification in the report by adding a built-in qualification. If Bob schedules and publishes a report from the search results, the Qualification to Use field shown during scheduling uses his search qualification, which overrides his built-in qualification. Chris, a different training program manager, runs a different search on the Sample:Classes form, selects Bob's report, and then creates his own schedule. Dave, another manager, also runs a different search on the same form, selects Bob's report, and creates his own schedule. When Chris and Dave create their own schedules, the Qualification to Use field uses their own search qualifications.

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Comments

  1. Benoit Mcnicoll

    Hello,

     

      Please, could you define Email IDs?  In the People form, there is a Corporate ID, a Login ID, an Email Address and a Corporate Email but no Email ID.

     

    Thanks

    Benoit

    Dec 19, 2014 08:10
    1. Prachi Kalyani

      Hello,

      Thank you for your comment. I will verify this with the concerned SME and get back to you.

      Thanks,

      Prachi

      Dec 22, 2014 03:31
    1. Kamalakannan Srinivasan

      Hello Benoit,

      You may enter a valid email address as the Email ID.

      The Email ID also accepts a valid AR user name as input and associates it with a corresponding email address.

      Regards,

      Kamal

      Jan 07, 2015 04:34
  2. Benoit Mcnicoll

    Thank you for the explanation, however, your documentation states the following "In the Send report to field, enter the email ID of the recipients to distribute the report. ".  The people form doesn't have field named ID so I would think that you should replace email ID by existing field name like "Login ID" or "Login Name" and "Email address".

    Jan 07, 2015 06:43
    1. Kamalakannan Srinivasan

      Hello Benoit,

      Thank you for your comment. I will verify this with the concerned SME and get back to you.

      Thanks,

      Kamal

      Jan 07, 2015 11:59
    1. Kamalakannan Srinivasan

      Hello Benoit,

      Thank you for your comment. I have updated the topic.

      Regards,

      Kamal

       

       

      Jan 08, 2015 02:40
      1. Benoit Mcnicoll

        Thanks.

        Jan 08, 2015 06:25