8/17/2019 XI3.1 - Basics of Scheduling a Report in BOBJ

1/17

8/17/2019 XI3.1 - Basics of Scheduling a Report in BOBJ

2/17

Create a new folder in your Favorites

1. Locate the pane on the left side of your screen where you see “My Favorites”,

“Inbox” and “Public Folders.”

. !lic" on the “My Favorites” folder.

 #. !lic" on the “$ew” dropdown and select “Folder.”

%. &he screen will refresh and you will be pro'pted to enter a “Folder $a'e.”

(. )ou will now see the new folder you created located inside “Favorites”

*. $ow that you have created the folder, you will be able to !opy reports into it.

8/17/2019 XI3.1 - Basics of Scheduling a Report in BOBJ

3/17

8/17/2019 XI3.1 - Basics of Scheduling a Report in BOBJ

4/17

. -nce you have clic"ed on the folder that contains the report you want to copy you

will see a list of reports in the 'ain window pane

#. elect the reports that you want to copy by holdin+ down !&/L and clic"in+ onthe reports you want.

%. In the upper left corner of the “-b0ects indow” you will see an “-r+ani2e”dropdown, select “!opy”

(. In the “Folder Pane”, clic" on your “My Favorites” folder and +o bac" to the

“-r+ani2e” dropdown and select “Paste.”*. $ow you can browse into “My Favorites” and clic" on the folder you saved thereport3s4 in and you should see the reports.

%

8/17/2019 XI3.1 - Basics of Scheduling a Report in BOBJ

5/17

Scheduling a report from your favorites

1. 5rowse into “My Favorites” and you should see a list of reports that you havecopied.

. /i+ht !lic" on the report and clic" on “chedule” or sin+le clic" on the report andclic" on the “6ctions” 'enu in the tool bar and select “chedule.”

or 

(

8/17/2019 XI3.1 - Basics of Scheduling a Report in BOBJ

6/17

#. 6 window will appear that loo"s si'ilar to this

%. &he “Instance &itle” is how you want the na'e of the report to be displayed in the“7istory” list. 5y default, it contains the na'e of the report.

(. !lic" on the on the word “Para'eters” in the left pane and you should see the

 para'eters

*. )ou will need to clic" on the lin" “8'pty” for each para'eter and supply values.

If any values are left as “8'pty” the report will fail.

9. 6ll :ate Para'eters follow these for'ats

a. pecific date :6&83)))),MM,::4 &his will allow you to perfor'

an ad;hoc run of the report for a specific date. b. :yna'ic :ate )esterday &his will allow you to schedule the report so

it will run at +iven intervals, always usin+ the date before the date the

report is run. 38x. If the report is scheduled to run on %

8/17/2019 XI3.1 - Basics of Scheduling a Report in BOBJ

7/17

>. 7ere is the window with all the para'eters entered

?. $ow that you have entered the para'eters we can select when the report runs.

!lic" on the word “/ecurrence” and you should see so'ethin+ li"e this

1=. &his tells us that the report is set to now. If you clic" schedule in the botto' ri+ht

corner, the report will start runnin+. For now, we are +oin+ to loo" at schedulin+it to run on set dates

11. hen you select the dropdown you will see the followin+ options

9

8/17/2019 XI3.1 - Basics of Scheduling a Report in BOBJ

8/17

1. &he 'ain choices that you will probably be usin+ are “$ow”, “:aily”, “ee"ly”

and “!alendar”

a. electin+ “$ow” @ when you clic" on chedule the report will start offinstantly.

 b. electin+ “:aily” @ will allow you select a start ti'e for the report and

how 'any days occur between runs and when the schedule should end.7owever it should be noted that 5-5A auto'atically stops all schedules at

the end of the year

>

8/17/2019 XI3.1 - Basics of Scheduling a Report in BOBJ

9/17

c. electin+ “ee"ly” @ will allow you to schedule a report to run on specific

days of the wee". It as"s for a start date and an end date for the schedule.

?

8/17/2019 XI3.1 - Basics of Scheduling a Report in BOBJ

10/17

d. electin+ “!alendar” @ will allow you select a predefined calendar to use.

&he 'ost co''on calendar used is “Pepsico unday of ee"1 !alendar”.

&his calendar when used with the 8ndate para'eter of “)esterday”, itallows the report to run for a co'plete period.

1#. !lic" on the word “For'at” and you should see so'ethin+ li"e this

a. !rystal /eports &his for'at can be used when you are +oin+ to view the

report fro' 5usiness -b0ects. &his for'at allows the :rill;:own

1=

8/17/2019 XI3.1 - Basics of Scheduling a Report in BOBJ

11/17

8/17/2019 XI3.1 - Basics of Scheduling a Report in BOBJ

12/17

 b. 8'ail

&he followin+ fields will need to be filled out before the e;'ail can besent Fro', &o, ub0ect, Messa+e and :eliver :ocu'ent3s4 as 6ttach'ent.

1

8/17/2019 XI3.1 - Basics of Scheduling a Report in BOBJ

13/17

1. :eliver :ocu'ent3s4 as 6ttach'ents &his allows you to na'e

the docu'ent as it is delivered in the e;'ail.

1. &itle Lists the title of the report in the filena'e. :isplaysas DIE$6M8D.

. I: 6dds the 5-5A I: to the filena'e, 'eanin+less strin+

of letters and nu'bers. :isplays as DIEI:D.

#. -wner 6dds the -wner na'e of the report to thefilena'e. :isplays as DIE-$8/D.

%. :ate&i'e 6dds a date ti'e sta'p to the filena'e.

:isplays as DIE&6/&&IM8D.(. 8;'ail address 6dds the e;'ail address to the filena'e.

:isplays as DIE8M6ILE6::/8D.

*. Bser Full $a'e 6dds the users full na'e to the filena'e.:isplays as DIEB8/FBLL$6M8D.

9. :ocu'ent $a'e 6dds the docu'ent na'e to the

filena'e. :isplays as DIE:-!BM8$&E$6M8D.>. File 8xtension 6dds the file extension to the file na'e.

:isplays as D8&D.?. !o''on co'binationDIE$6M8D ; DIE&6/&&IM8D.D8&D

&his displays the report na'e, date sta'p, and extension.

1#

8/17/2019 XI3.1 - Basics of Scheduling a Report in BOBJ

14/17

c. File yste' &his allows the report to be exported to a file location upon

co'pletion.

&he directory needs to be a B$! path to the share. &he user na'e and password field should be that of a user that has access to the file share. If

the report is set to a recurrin+ schedule, we su++est that the users

!-/PPG&H85I and !-/PPG&H85II are +ranted write access to thefile share. If this is done, then the user na'e and password field can be

left blan". If the share is not available when the report runs, the report

will fail.

1%

8/17/2019 XI3.1 - Basics of Scheduling a Report in BOBJ

15/17

1(. chedulin+ erver roup &his is only used when you are exportin+ the report

output to a file share. )ou will need to select the option “-nly use servers

 belon+in+ to the selected +roup” and choose “8xternal :ata Providers” fro' thedropdown. )ou should never need to chan+e this for reports that are not bein+

exported.

1*. !lic" the “chedule” button in lower ri+ht.

1(

8/17/2019 XI3.1 - Basics of Scheduling a Report in BOBJ

16/17

Viewing a scheduled report

1. tart by browsin+ into “My Favorites” and selectin+ a subfolder or the

“Favorites” folder”. It should loo" so'ethin+ li"e this

. -nce you have browsed into the folder where a report was scheduled your screenshould loo" so'ethin+ li"e this

#. )ou will notice that instances folder has nu'ber it. &his nu'ber represents the

nu'ber of ob0ects for that specific report. If you have a schedule for your report,you will see a nu'ber +reater than =. If you have histories available for that

report, the nu'ber will be +reater than =. 8ach historic run of the report will

show up as part of the nu'ber of instances.

1*

8/17/2019 XI3.1 - Basics of Scheduling a Report in BOBJ

17/17

%. &o view the instances of the top report, clic" on the lin" “7istory” under the

report na'e and it should open a window li"e this

(. )ou can now see the scheduled instances for the reports. &his report was run on#* and itCs status of “uccess”.

*. &here are other statusC that a report can be in.a. uccess &he report ran successfully.

 b. Pendin+ &he report is in Jueue to run.

c. Failed &he report tried to run but failed. Bsually, this is caused by a'issed para'eter.

9. &o see the report that you ran, clic" on the date lin" for the instance you want to

view. )our report will then open for viewin+.

19