Creating Jobs
  • 20 Oct 2022
  • 29 Minutes to read
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Creating Jobs

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Overview

A ReportWORQ Job is made up of one or more source reports that will be configured with data filters, refreshed with the latest data, combined into a reporting packet, converted to a target format, and then distributed through a supported means. Source reports are generally Microsoft Excel files but may also include static PDF files (when exporting to a PDF format). Microsoft Excel files may contain Excel formulas, proprietary ReportWORQ formulas, supported data source formulas, or data source-specific report specifications such as IBM PAfE, Anaplan, Workday Adaptive Office Connect, and Oracle SmartView. A ReportWORQ job is then executed ad-hoc or scheduled so that reporting packets can be created and distributed via File, SharePoint, Teams, Slack, Google Drive or emailed to specific users.

ReportWORQ Jobs may be stored in a tree structure using folders. This structure is useful for organizing reporting jobs and for executing multiple jobs concurrently. The navigation tree supports drag & drop to reorganize, context menus, and common keyboard shortcuts such as Enter to open a job, Delete, Ctrl+X, Ctrl+C, and Ctrl+V (cut, copy, and paste). Double-clicking on a job will open it in the editor. Folders and jobs can be created using context menu actions or the buttons below the navigation tree. Note that multiple jobs can be open simultaneously with each job appearing on a separate tab at the top of the content pane. The navigation pane can be collapsed to provide more room for editing jobs by using the splitter bar or the left chevron button to the top right of the navigation tree.


ReportWORQ supports concurrent users. Changes made to any jobs in the navigation tree appear instantly for all logged-on users.


Editing Jobs

After navigating to the Edit Jobs screen, an existing job can be edited by either double-clicking a job or selecting 'Open' on the context menu. Jobs that are open for editing will appear in the tab view at the top of the page. Any modifications to a job will place the job in an edited state, which is indicated by an asterisk beside the tab name, and the Save Changes option becomes visible. The user must select the Save Changes button at the bottom right of the content pane to make changes permanent. Changes can be discarded by clicking the Discard Changes button via the context menu on the tab. The context menu on the tab provides actions to Save, Discard, Rename and Close open jobs.

ReportWORQ supports concurrent users. If a job is open in the editor and another user is modifying or has saved changes to the same job, a warning triangle will indicate that the current job editor is displaying stale content. The editor can be closed and re-opened to view the latest copy, or saved to overwrite the other user's work.

Configuring Reports

After a job has been opened, reports can be added by selecting the Reports tab and then clicking the '+' button at the bottom left of the content pane. ReportWORQ will display the worksheets from each added source report. Source reports and their worksheets can be reordered to achieve the desired output. Note that worksheets within one report do not need to be ordered consecutively, rather they can be placed at any location before or after other reports. Worksheets to be excluded from the output file are unchecked. Excluded worksheets will remain in the file during calculation and will be removed before distribution allowing the user to utilize excluded worksheets for data retrieval, commentary, and imagery in the distribution step. PDF reports that are added as source reports are treated as static files which can only be reordered in the reporting packet.

Reports are selected using one of the supported and configured source report providers. Details >adding Source Report Providers can be found in the admin guide.

Each worksheet in the Microsoft Excel file may be configured with options to alter the behavior of the creation, inclusion, and placement of the worksheet in the final output.

Sheet Name

Worksheets can be dynamically renamed with literal text including parameter values or from a calculated cell on the worksheet. This is necessary when parameters are used to replicate worksheets.  Literal text can be used to name the worksheet using text combined with the parameter values for the worksheet. A cell reference may be used to rename the worksheet based on an Excel cell formula post-calculation. For example, if a parameter for Region is added to this worksheet and this parameter contains values for West, Central, and East, then when ReportWORQ creates 3 copies of this worksheet this option can be used to name those worksheets by the same value as the parameter. If it is preferred to calculate the worksheet name with an Excel formula or load the sheet name from a data source then use the Cell Reference option. In this scenario, ReportWORQ will name the worksheet based on the value of the specified Cell Range after the calculation has occurred.

PDF Parent Bookmark

A parent bookmark name for a worksheet can be based on literal text including parameter values, or from a calculated cell on this worksheet. When a report is exported to PDF, ReportWORQ will automatically create a 3-tier bookmark tree. The root node is specified in Distribution Options, the second tier, by default, is the name of the Report that the worksheet came from and the third tier is the name of the worksheet. This option allows you to specify a custom value for the second tier. Siblings with the same parent name will be grouped in the PDF bookmark tree.

Sheet Tab Color

The worksheet tab color can be set dynamically based on a calculated cell in the worksheet. The worksheet tab color can be specified based on a cell formula. The formula must return a named color (e.g. Red, Blue) or hex code beginning with a pound sign (e.g. #333333). The supported color names are listed in Microsoft documentation.

Sheet Suppression

Automation can be used to dynamically delete worksheets if they contain a supported planning report or are based on a calculated cell in the worksheet. Worksheets can be removed post-calculation based on a cell formula or automatically if the worksheet contains a provider report which does not return any data. The cell's formula must return TRUE to delete the worksheet or FALSE to retain it. Typically this formula contains the SUMSQ of a range to determine if there is data on the worksheet.  It can however be any condition. For example, the worksheet can be removed if the data does not exceed a certain threshold.

Output Order

Worksheets can be ordered manually using a specified integer value or from a cell on this worksheet. The Manual Output Order feature is an advanced feature designed to provide full control over the order of worksheets. Most ordering requirements are met using the group & collation feature in the Parameters sidebar. This option can be used to provide custom sort sequences, determined using formulas and lookups in Excel.

Exception Check

An Exception Cell can be used to dynamically determine if a report should be sent or not. If one or more Exception Cells are specified then at least one must evaluate to a TRUE for the report to be sent.

Parameters

After reports are added to a job, we can use parameters to change the data filters that are used in a report and drive the dynamic loading of data (e.g. changing a period or business unit). Parameters are configured on the Reports screen and added to one or more worksheets. Each parameter is assigned a name and optionally a cell location to receive the parameter value. While parameter names are unique within a worksheet, they may be reused across worksheets, in which case the parameter value will flow to all of the worksheets using that parameter name. Adding a parameter to a worksheet in the report screen will make it available for configuration on the Parameters screen and for bursting specific contacts. Each parameter will require a name and optionally the named range or cell location that should be adjusted. Parameter values will be selected on the Parameters screen and/or the Bursting screen if applicable.

Creating Parameters

To create a parameter, navigate to the Reports section of a job and select any report worksheet. Worksheet options will then be displayed. Parameters can be added by clicking the '+' button to the right of the Parameters section title.

Parameter names should be unique within the worksheet. If a parameter by the same name is used in multiple worksheets, then the value for that parameter will flow to all worksheets which use it. Parameter names added to other worksheets can be accessed using the dropdown in the name field. Parameters can be linked to a cell reference or named range using the fields to the right of the parameter name. Named ranges are pre-populated in the drop-down whereas cell references can be manually typed into the field. Parameters can be reordered and deleted using the controls to the right of the cell reference field. 

Cell References

A common use case for a ReportWORQ parameter is to adjust a cell value on a worksheet which will in turn impact downstream formulas. For example, changing the name of a cost center may adjust data loaded by a provider formula or Excel VLOOKUP formula. Another example would be when using the RWSQL formula, which is used to load data into a worksheet based on a SQL Query, the cell being adjusted by the parameter may manipulate the SQL query passed to this formula. A cell reference should be provided if the parameter value is required to adjust the data for the worksheet (e.g. a provider-specific formula or a VLOOKUP). A cell reference is not required for data providers with hidden report specifications, such as IBM Planning Analytics Quick Reports, Oracle SmartView POV reports, Anaplan reports or Workday Adaptive OfficeConnect reports. 

Dynamic Worksheets

When the value for the parameter is chosen, it may be a single item or a list of items. If the value is a list of items and the option to create multiple copies of the worksheet is selected, then this worksheet will be copied for each item in the list. Each worksheet will receive its respective value in the configured cell location. If multiple parameters have lists for values then a worksheet will be created for all combinations of the parameter lists. In this scenario, the parameters can be ordered to in turn control the order of the sheet creation. For example, if a worksheet were to be created for 3 business units and 4 departments, then 12 unique worksheets will be created. Each worksheet will receive its respective Business Unit and Department values in the respective configured cell locations. The order of these sheets may be Business Unit by Department or Department by Business Unit. When creating worksheets using this technique it's often desired to use the Sheet Name and optionally PDF Parent Bookmark Name features to dynamically name the worksheets. The Sheet Suppression feature can also be utilized to remove any created worksheets that do not have any data or don't 

6meet the criteria for remaining in the output file.

Parameter Sets

Creating Distinct Sets of Worksheets

The previous topic covered an example where a worksheet could be created for every combination of 2 lists. However, there are some cases where a distinct and finite set of combinations should be produced instead of every possible combination. To support this scenario ReportWORQ allows for a spread operation whereby a single parameter can provide a list of values to be spread across multiple cells. For example, the Business Unit is located in cell C5 and Department is located in cell C6. Our use case requires us to create 4 copies of a worksheet for different combinations of Business Unit and Department, where a cross-join (every possible combination) would result in more worksheets than required. The desired combinations can be achieved by creating a single parameter and entering a pipe-delimited list of cell locations, such as C5|C6. Then in the Parameters or Bursting screens choose a List type value for this parameter. Each line of text in the list value will represent another worksheet to be created and each entry will contain a pipe-delimited list of values to be spread to the respective cells.

 Example configuration for a Parameter Set including Business Unit in cell C5 and Department in cell C6

An example value for the above parameter set will produce 4 worksheets with the specified combinations of Business Unit and Department.

*Note that the Parameter Sets are currently only supported for cell-based reports and not specification-based reports.

Parameter Values

The Parameters screen will display the distinct set of parameter names used across all worksheets in the job. In this screen, we will decide if and how a value should be provided for the parameter, if the parameter should be used in bursting, and the behavior of the parameter if it has multiple values. A parameter value will be sourced by one of the available parameter types dependent on which data sources have been configured.

Parameter Types

The following Parameter Types are supported:

None

No parameter value is supplied. This option may be chosen if the intention is to override the parameter in the Bursting screen or through a schedule or API call.

Text List

The Text List parameter type is a static new line delimited list of values. This is the only parameter option that supports the Parameter Sets feature discussed earlier in this article.

IBM Planning Analytics Subset, MDX Query, or Dimension

These parameter types require a configured and enabled IBM Planning Analytics On-Premise or IBM Cloud connection. These parameter types allow the user to dynamically source the list of values from an IBM Planning Analytics subset, dynamic subset, or by executing an MDX query.

IBM Planning Analytics MDX Repeater

This parameter type allows you to execute an MDX query for each item of another parameter list. This supports a highly dynamic use case where the number of reports is calculated by a query and then the number of pages within each report is also calculated. For example, assume the user wanted to create a report for every Business Unit, and each report should have a page for each department in the business unit. To achieve this an MDX query could be crafted to list the divisions for any given business unit, where the term %ELEMENT% will be used in the MDX query in place of the business unit. Then this parameter references another parameter that will provide the list of Business Units to cycle through.

Workday Adaptive Dimension

This parameter type requires a configured and enabled Workday Adaptive Planning connection. The user may select a dimension and list of elements, or source the list of elements dynamically using an attribute.

Oracle SmartView Dimension

This parameter type requires a configured and enabled Oracle connection. The user may select a dimension and a list of elements.

Anaplan Dimension

This parameter type requires a configured and enabled Anaplan connection. The user may select a dimension and a list of elements.

Parameter Options

For each parameter, the user must select the desired behavior if the parameter results in a list of values, and optionally enable this parameter to be used in burst sets.


One report per item 

The One report per item option will create a separate output file for each parameter value provided. When using this option it's often desired to also use this parameter value as a variable in the name of the file that is created. 

One page per item

The One page per item option will make a copy of the Microsoft Excel Worksheet for each parameter value provided. When using this option it's often desired to also use this parameter value as a variable in the sheet name option. Additionally, the option to Group & collate pages that use this parameter can be enabled. When a single worksheet uses a parameter that contains a list of values, a worksheet will be created for each item in the list. When multiple worksheets use the same parameter then each of those worksheets will be replicated for each element. In this situation, it's often desired to keep each worksheet with the parameter, grouped by the parameter. For example, assume we have an Income Statement and a Balance Sheet to be replicated for regions: US, UK & Canada. With the group & collate option disabled the output would result in an Income Statement for US, UK & Canada, followed by a Balance Sheet for US, UK & Canada. The preferred order with the group & collate option enabled would result in an Income Statement and Balance Sheet for the US, then a pair for the UK, and finally a pair for Canada.

Enable this parameter to be used in burst sets

Enabling this option on at least one parameter will enable the burst screen to become available for the job. See the next section for an explanation of burst sets.

Bursting

This screen provides the ability to specify a finite list of output reports to be created where a parameter value is supplied for each burst set. When bursting is enabled for a parameter it is not necessary to provide a parameter value in the Parameters screen, unless a default value is desired. For example, assume we have three parameters: Period which will be the same for all reports, Currency which will be USD for all reports aside from a few exceptions, and Business Unit which will be different for each report. In this example, Period will not be enabled for bursting because it is the same for all reports. Currency will be enabled for bursting with a default value of USD, it will then be overridden as needed. Finally, the Business Unit will be enabled for bursting and will not have a default value (parameter type none) since each burst set will include its parameter value. 

The options for One report per item or One page per item apply to burst sets as well. For example, if each burst set also provides a list of Departments, the user may choose for that burst set to produce a single report with a page per department or a report per department with a single page each.

The Bursting screen will display a column for each parameter that was enabled for bursting. If the parameter had a value supplied on the Parameters screen then that value will appear on this screen as a default value indicated by the prefix default: and in italics font style. To override the value, select the hyperlink and provide one. Each value provided on the burst screen will appear in Bold font style. Each row of the burst sets table represents a burst set or typically a specific report to be generated using the selected parameter values. Optionally a contact from the address book can be associated with each burst set. By associating a contact, the fields and metadata for this contact specified in the address book become available on the distribution screen. For example, the contact may contain the Email Address and Slack Channel to be used when distributing this report. 

Distribution

The distribution screen is used to specify options about how the output report is generated, the format(s) it will be converted to and the method(s) to use for distribution. 

Variables

The Variables pane to the right of the Distribution Options screen can be used to include variable data in any of the text fields, such as filename, file location, email addresses, email subject, and email body. Drag the desired variable type from this pane to the desired text field. Move the variable into the correct position and then select the variable to edit it. Each variable type provides a different list of options for editing.

Contact

    • This variable provides access to contact fields and custom fields as defined in the address book. For example, you may drag the contact variable to the Email To field and select the contact's email address as the content. This variable is only valid when using burst sets and a contact was associated with each burst set.

Parameter

    • This variable provides access to the parameter value(s) that was used to generate this report. For example, if this report was created for the Canada Business Unit, then we can include the title Canada in the filename by dragging this variable to the filename field and selecting Business Unit as the content. If a parameter resulted in a list of values then the content will include a comma-delimited list of those values. This may be useful in the body of the email message, but likely not desired in the filename if it is long.

Timestamp

    • A timestamp based on the current and local date/time may be generated. A custom timestamp format may be selected or created by using the timestamp parts available in the </> button in this editor. For example, a timestamp in the format MMMM d yyyy will produce September 29 2022 whereas the format MM.dd.yy will produce 09.29.22. Use this tool and the example output in the editor to craft the desired timestamp format. Tip: When distributing reports to the filesystem it's often desired to use timestamp variables in the folder path to organize report outputs by year and month, for example. ReportWORQ will automatically create these folders based on the timestamp values.

Cell Value

    • This variable permits the user to source variable information from a cell reference or named range from inside the generated report. The worksheet with the desired information does not need to be included in the final output because ReportWORQ will obtain this value after calculation but before removing worksheets. If the worksheet that was referenced by this variable was also used with a parameter that caused the worksheet to be replicated multiple times, then this variable will hold the comma-delimited list of values from this cell location from each of the generated worksheets. This variable allows the user to generate, calculate or source data from the Microsoft Excel file to be used as part of the distribution step. One example may be to include the title NEEDS REVIEW in the filename if the data in the report exceeded a threshold defined by an IF statement. Another example would be to dynamically load the email address from the report, based on a formula such as a VLOOKUP or element attribute formula for a specific data provider.

Image

    • This variable may be used to insert a copy of a named image or chart in the body of an email message. The cell reference option in this editor permits the user to select the name of the image or chart from a cell location. This option supports the use case where there are multiple candidate charts for the email message but based on a formula the most appropriate chart will be chosen.

Screenshot

    • This variable allows for a range of cells to be screenshot and included in the body of the email message. Note that print titles, and freeze panes will all appear in the screenshot. If these options are in use then the simplest option is to replicate this portion of the report on another worksheet that is excluded from the output and has these options disabled.

Display Mode / Formatting Mode

ReportWORQ variables provide an easy-to-use pill that can be moved and edited through simple mouse gestures. However, it can be difficult to format HTML messages using these pills since they are already formatted for user interaction. The Display Mode toggle button will temporarily replace the editor pills with a plain text code that can be selected as text and formatted in the HTML editor. It is important not to edit the code within the << & >> signs to avoid breaking the variable. Any formatting should be applied to the whole of the pill text. After formatting the text turn off Formatting Mode and preview the formatted work on the Test screen.

General Options

File Name:

A filename must be specified for the report to be created. This filename may include variables such as timestamps, parameter values, or cell data from the generated report.

Output Format:

Many or no output formats may be chosen when generating the output file. If no output formats are chosen then the distribution will not contain any files. This is useful when developing an HTML newsletter where all the content is placed in the body of an email. Another example is an Exception report where a message or warning is sent if the report triggers an exception, but the attached report is not required. For example, sending a Slack Message if the trial balance doesn't tie out or data did not load properly from a nightly process. 


Supported formats include:


Excel

    • This format will produce a Microsoft Excel .XLSX file. When this format is selected the Output Options screen will allow the user to choose to keep or remove formulas from the output file. There are also options to remove provider formulas, and remove provider formulas but retain input formulas. See the writeback article for more details and uses cases about this option. If any PDF files were used as source files in this job, they will be excluded from the output Microsoft Excel File. ReportWORQ does not convert a PDF file into a Microsoft Excel file. When exporting reports to Google Drive, ReportWORQ automatically converts the format to Google Sheets.
    • While ReportWORQ does not execute VBA macros, it does have the ability to retain the VBA project and save a file in a Macro Enabled .XLSM format. There are a few rules that apply to achieve this behavior. First, the source report document must be a .XLSM file. Second, the Job may only contain this single report, ReportWORQ will not merge VBA projects from different files. Finally, the file name field must include the .xlsm extension as part of the file name. Generally, the filename field in the Job excludes a file extension and ReportWORQ will automatically append the appropriate extension, however, ReportWORQ will not automatically append a .xlsm extension.

PDF

    • This format will produce an Adobe Acrobat PDF file. When this format is selected the Output Options screen will allow the user to include a table of contents page at the beginning of the document, and optionally include page numbers in the footer of the file. There is also a low-quality option for PDF output if smaller file size is desirable.  If a single Microsoft Excel file is used in the source report then the user can leverage the Microsoft Excel footer option for page numbering, however, if multiple source reports are to be combined into a single document then this option will provide consecutive page numbering from one report to the next. Also when this format is selected ReportWORQ will use the sheet name and report name to automatically create a PDF Bookmark tree. The PDF Parent Bookmark option on the Reports screen can be used to override the default report name behavior.

CSV

    • This format will produce a Tab or Comma delimited file from only the first worksheet of the generated report file. The delimiter may be chosen in the Output Options screen.

PowerPoint

    • This option will produce a copy of a specified Microsoft PowerPoint file with certain data fields updated. See the article on PowerPoint support for more information.
    • The template field specifies the Microsoft PowerPoint file to use for generating the PowerPoint output. A copy of this file will be created for a generation.

Destinations

This field provides the list of locations to where a report can be distributed. Only configured and enabled distribution methods will appear in this area. Multiple distribution methods can be used in the same job.  For example, it may be desired to email reports to users but also save them in a network folder for archival purposes. Each selected distribution type will display a section on the screen to provide details for sending the reports. Some distribution types, such as Email, Slack, and Teams also have a messaging component where additional information can be provided to the user. ReportWORQ variables (described above) can be used in any of the distribution fields to personalize or provide data-driven values to these fields. For example, the email address may be sourced from a Contact variable or a Cell Value variable which is read from the resulting report. One use case may be to use the Cell Value variable to conditionally CC a reviewer on an email if the report contains data points beyond a certain threshold.


Supported distribution methods include:


Email

    • Email distribution fields including TO, CC, BCC, From, Subject & Body may contain static text values and/or variables.
    • The priority of an email can be set to Low, Normal or High.

File

    • A UNC path to a local or network file folder may be supplied. The account that is running the ReportWORQ Bootstrapper Windows Service will be required to have access to write to this directory. Variables such as parameter values and timestamps can be used to generate the file path dynamically.

Google Drive

    • Reports can be distributed to a user's google drive. Supply the email address of the recipient's Google Drive and optionally a forward-slash delimited path to provide the folder to where the report should be uploaded.

SharePoint

    • When configuring a SharePoint distribution target, the full path to the specific SharePoint Site folder to which you would like to distribute reports must be entered on the Distribution tab of the Job Editor.  The SharePoint URL on the job and contact screens needs to be in the following form and is case sensitive:  https://myofficeserver.sharepoint.com/sites/mysite/myfolder1/myfolder2.
    • Folder that do not exist in SharePoint will automatically be created.
    • The components of the URL need to include the following...
    •  https://myofficeserver.sharepoint.com: The base URL of the SharePoint instance.
      •  /sites/mysite: The specific SharePoint site where the distributed documents should be stored.
      • /myfolder1/myfolder2: The folder hierarchy under the site where the file should be stored.
      • The URL is case sensitive.
    •  Note: The URL visible in a browser for any SharePoint folder will not appear in the same format listed above and cannot be used for the distribution field.

Slack 

    • Reports can be distributed directly to Slack channels and users.  

Teams

Output Options

The output options screen provides additional settings based on specific output formats that are selected. The format-specific options are described in the Output Format section above. The Enable Manual Collation option is used in conjunction with the Output Order report option described in the reports section. When enabled, ReportWORQ will use calculated numeric values from the Output Order option to determine a custom sort order for the output report.

Distribution Options

Combine email messages when possible

ReportWORQ supports combining generated reports from multiple jobs to be distributed in a single email message. By default, ReportWORQ will send files to recipients as soon as they are generated, which may result in multiple email messages to the same person. To enable combining email messages across job steps you must select the option Combine email messages when possible on each job that should permit this behavior. When this option is enabled ReportWORQ will defer sending email messages until all of the files have been produced. To reduce the potential memory footprint, ReportWORQ will save the files to a temporary folder in the file system while files are queued. Once all of the files have been produced any email messages where the TO, CC, BCC & FROM are identical will be reduced to a single email message with multiple files. Note that the Subject and Body will be used from the first job in the list of job steps. Temporary files will be removed from the file system when email messages are sent.

Zip Files

This option is used to compress and archive files before sending.  This is useful if many files are being sent or if the files are large and compression is preferred.

Exclusion List

This option provides a semi-colon delimited list of filters to exclude files from the zip process, which is useful to zip archive only some of the files being sent to the recipient. The filter is a simple text containing a check.  The item ".pdf" will exclude any files that contain ".pdf" in their name as well as the data.xlsx file from being zipped, in the screenshot example below.


Include Additional Files

This option provides a list of external files that should be included as part of the distribution process.  This is useful if recipients should receive other files alongside the output from ReportWORQ.

Workday Adaptive Options

When a Workday Adaptive Planning connection is present this option becomes visible. This option provides the ability to adjust the Relative Start Date that is used in Workday Adaptive OfficeConnect report specifications. The date can be adjusted to a specific absolute date, or a relative date based on today, for example beginning of the week or the beginning of last month.

Test

The test screen provides a safe area for reviewing and verifying a ReportWORQ job without concern about sending files to recipients. The left pane of the test screen will display reports that will be created by this job. Begin by selecting the Generate Preview button in or beneath the Report list. If changes are made to the job then the Generate Preview button will appear as an orange triable to indicate that the current preview is out of date and should be regenerated. Depending on the configuration and use case a job may only create a single file, or it may create many files based on burst settings or parameters that are set to One report per item. This report list will provide the exact list of reports that will be generated based on the job configuration. Individual report outputs can be generated by selecting the Play button on any given report row. 

Once generated several details about the report output are available for review. The General pane on the right-hand side will display information about the contact information (if applicable), the execution time, the status report, and the file that was generated. The user can choose to review the status report for warnings or failures and if generated successfully the report may be downloaded for review. The preview pane that is collapsed on the right-hand side will display a table of contents listing of the report pages, this view is helpful when adjusting the sheet naming, PDF parent bookmark, or sheet order. The bottom section of the right pane will display a preview of each distribution option. For example, a copy of the email message that would have been sent can be reviewed without actually sending the email message. If the report was to be saved to the file system, this preview can be used to determine whether any variables used in the folder path created the expected result. Each distribution option has an additional Send... and Test.. option. The Send option will distribute just this report to the distribution method as if the job were run in the product. If you prefer to review the distribution but not send the report to the production location then choose the Test option and provide a temporary location. This option is useful to review an email message in the user's email client, without having to send the report to the actual recipient or make any changes to the job for testing purposes.


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