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:

new_pub

In Source Documents, specify the reports to be published:

pub_source_document

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:

dynamic-recipient

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

personalization

In Formats, one or  more of the 4 formats (Web Intelligence/Microsoft Excel/Acrobat, mHTML) could be specified:

formats

In Destinations, 5 types of destination of reports could be specified. The following picture shows the configuration of the Email settings:

destination

The above are all essential settings of the publication.

After the publication settings are saved, user can schedule the publication accordingly:

schedule1

Your publication is ready and each departmental users should receive their own copy of reports!

 

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