In last blog, the steps to prepare the email source report has been discussed. In this blog, we would discuss the steps to create the publication:
Login to BO Launchpad and create a new Publication, then configure the properties according to following:
In Source Documents, specify the reports to be published:
In Dynamic Recipients, the excel report created in Part 1 would be specified, so that the recipient email address of each division/department would be made know to the publication:
In Personalization, the key field in the distributed report , i.e. Division/Department, would be mapped to the Dynamic recipient. With this settings, only the relevant content would be forward to the assigned recipient email address
In Formats, one or more of the 4 formats (Web Intelligence/Microsoft Excel/Acrobat, mHTML) could be specified:
In Destinations, 5 types of destination of reports could be specified. The following picture shows the configuration of the Email settings:
The above are all essential settings of the publication.
After the publication settings are saved, user can schedule the publication accordingly:
Your publication is ready and each departmental users should receive their own copy of reports!