BI Publisher Query Report Scheduler

In this topic you will learn how to run BI Publisher Query Report Scheduler.

NOTE: In this example, you will create the run control id BALANCE_DIRECT_EXPENSE.

In this exercise, a sample run control id is provided for you.

The Data Source Type will always be Query.

Use the Look up Report Definitions to search for and select a report.

You may scroll through the list or use the Advanced Search link to search by description for the desired report. In this example you will use a wildcard (%) and the Lookup options to locate report ZZGLX056.

NOTE: The report name ZZGLX056 is the replacement name for the Budget Balance Direct Expense.rpt Crystal Report.

A pop-up box displays where you enter the prompt parameters desired for the report.

NOTE: The Business Unit must always be entered. The available Business Units are:

HCSDA – HCSD Administration

LAKMC – Lallie Kemp

LSUNO – LSU Health New Orleans

LSUSH – LSU Health Shreveport

The Query Report Scheduler page is now populated with the Report Name, Template ID, and the parameters you selected.

The Distribution Detail page will be grayed out if email is not the selected Type option.

NOTE: If multiple email address are entered, make sure the addresses are separated by a comma.

If you were emailing this report, you would click the OK button.

For training purposes only, click the Cancel button.

As previously stated, the Default Type is Web and the Format is PDF. This indicates that the report will produce a PDF file on the Report Repository Manager page for you to access.

You want the Run Status = Success and the Distribution Status = Posted. Click the Refresh button every 10 - 15 seconds until the appropriate statuses have been posted.

You may print the document. Although many of the reports are created on legal size paper due to the large amount of data included, it is much easier to pint the report on letter sized paper in BI Publisher than it was in Crystal Reports.

Simply select the desired paper size, the printer, and then click the Print button.

For training purposes only, click the Cancel button.

NOTE: After you have completed printing or saving your report, close the report by selecting File, Close.

If you later decide you wish to reopen that report, simply navigate to the Report Manager and select the Report link.

Your report displays.

Click the Reporting Tools link to search for existing run control ids.

PDF is the default option, but you may also choose to run the report to XLS format for Excel. The HTM and RTF format are for report developers only.

You can create another run control for another report by clicking the Add button at the bottom of the page. Click the Update/Display button to run a report for which a run control has already been created.

NOTE: The blue link called Go to BIP Report Search may only be accessed by the Report Development Team. End-users will receive the security message that "You are not authorized to access this component" if the link is selected.

The Type options are Email, File, Printer, Web, and Window.

• Email – If you select this option, you must then select the Distribution link and enter the email address for each user to whom you will send the report.

• File – DO NOT USE – This would write the report to the process scheduler server where you would be unable to access the file.

• Printer – If you choose to send the report directly to the printer, you must then select the Output Destination printer where the report will be directed.

• Web – Web is the default option. The report will run and post to the Report Repository Manager within PeopleSoft where you may access the file.

• Window – If you choose Window, the report will open a new window and process on the screen (very similar to Window option in nVision). The report will also post to the Report Manager where you may access the data until the repository is cleared.

Verify that the BI Publisher Query Report is checked.

A run control cannot contain any blank spaces or special characters, but an underscore can be used to link words together. Your run control should not be more than 30 characters in length.

The run control name should be meaningful to you for running the report. For example, if you want to run the transaction Detail Report for Shreveport by Date Range, the run control id might be called TRANS_DTL_DATERNG_ZZGLX004, or TRNS_DTL_DATES_KAREN_WEEKLY, etc.

The Distribution link is used to specify the email distribution of your report output if email is the selected Type.

You are returned to the Query Report Scheduler page. Notice the Process Instance number is displayed under the Process Monitor link.

Please note the link called Update Parameters above the prompt entries. The next time you navigate to Query Report Scheduler for this report, these prompt values will be displayed. By selecting the Update Parameters link, you may modify the prompts to run the report for another department, project, etc.

Your most recently run report will be displayed at the top of the page. You want the Status = Posted. If the Status is not Posted, click the Refresh button every 10 - 15 seconds until the status posts. Select the blue link (ZZGLX056 - Budget Balance by Direct Expense.rpt) to open the report.

You may now save the report to a file to a network or local drive. Simply select Save as... from the menu and select the desired location to save the file.

You are returned to the Report Details page.

You can rerun a report using the same run control id.

Your available run control ids will display at the bottom of the page.

You can change your parameters using the Update Parameters link.

You would enter your parameters and save your changes before running your report.

For training purposes only, click the Cancel button.

You can search for another report using the Look Up Report Definitions option.

Use the Advanced Search option to search for a report by description.

Use the Return to Search button to search for and select additional run control ids.

If your existing run control ids are not displayed, click the Search button to view them. Or click the Add a New Value tab to create a new run control.

BI Publisher Query Report Scheduler

This completes BI Publisher Query Report Scheduler.

In this exercise, a sample run control id is provided for you.

NOTE: The report name ZZGLX056 is the replacement name for the Budget Balance Direct Expense.rpt Crystal Report.

A pop-up box displays where you enter the prompt parameters desired for the report.

NOTE: The Business Unit must always be entered. The available Business Units are:

HCSDA – HCSD Administration

LAKMC – Lallie Kemp

LSUNO – LSU Health New Orleans

LSUSH – LSU Health Shreveport

The Distribution Detail page will be grayed out if email is not the selected Type option.

NOTE: If multiple email address are entered, make sure the addresses are separated by a comma.

A run control cannot contain any blank spaces or special characters, but an underscore can be used to link words together. Your run control should not be more than 30 characters in length.

You can rerun a report using the same run control id.

Use the Advanced Search option to search for a report by description.

Click the Main Menu link.

Click the Reporting Tools link.

Click the BI Publisher link.

Click the Query Report Scheduler link.

Click the Add a New Value tab.

Enter the desired information into the Run Control ID field. Enter

a valid value

e.g.

"BALANCE_DIRECT_EXPENSE"

Click the Add button.

Click the button to the right of the Data Source Type field.

Click the Query list item.

Click the Look up Report Definitions button.

Enter the desired information into the Search by field. Enter

a valid value

e.g.

"%X056"

Click the Lookup button.

Click the ZZGLX056 link.

Enter the desired information into the Business Unit field. Enter

a valid value

e.g.

"LSUNO"

Enter the desired information into the Department field. Enter

a valid value

e.g.

"1495000"

Enter the desired information into the Fund Code field. Enter

a valid value

e.g.

"111"

Enter the desired information into the Program Code field. Enter

a valid value

e.g.

"%"

Enter the desired information into the Class Field field. Enter

a valid value

e.g.

"%"

Enter the desired information into the Project field. Enter

a valid value

e.g.

"%"

Enter the desired information into the Accounting Period field. Enter

a valid value

e.g.

"3"

Enter the desired information into the Fiscal Year field. Enter

a valid value

e.g.

"2017"

Click the OK button.

Click the Save button.

Click the Run button.

Click the button to the right of the Server Name field.

Click the PSNT list item.

Enter the desired information into the Email Subject field. Enter

a valid value

e.g.

"BI REPORT EMAIL EXAMPLE"

Enter the desired information into the Message Text field. Enter

a valid value

e.g.

"This is the BI Publisher Report we discussed"

Enter the desired information into the Email Address List field. Enter

a valid value

e.g.

"mgonz2@lsuhsc.edu, kocon2@lsuhsc.edu"

Click the Cancel button.

Click the OK button.

Click the Process Monitor link.

Click the Go back to Query Report Scheduler link.

Click the Report Manager link.

Click the Administration tab.

Click the File menu bar.

Click the Print menu.

Click the Cancel button.

Click the File menu bar.

Click the Close tab menu.

Click the Home link.

Click the Main Menu link.

Click the Reporting Tools link.

Click the Report Manager link.

Click the Reporting Tools link.

Click the BI Publisher link.

Click the Query Report Scheduler link.

Click the button to the right of the Type field.

Click the button to the right of the Format field.

Click the Distribution link.

Click the Details link.

Click the Budget Balance by Direct Expense link.

Click the OK button.

Click the Search button.

Click the BALANCE_DIRECT_EXPENSE link.

Click the Update Parameters link.

Click the Cancel button.

Click the Look up Report Definitions button.

Enter the desired information into the field. Enter

a valid value

e.g.

"ZZGLX046"

Click the Lookup button.

Click the ZZGLX046 link.

Click the Cancel button.

Click the Return to Search button.

Click the No button.