BI360 Report Publisher v4

BI360 Report Publisher v4

Using the BI360 Report Publisher to automate report distribution.

About this course

Creating Subscribers

  • Using a generic Admin account to create subscribers and subscriptions
  • Sending reports to internal and external recipients
  • Specifying users  and their attributes - email addresses folder names

Creating Subscriptions

  • Adding single reports or folders of reports
  • Establishing connection settings - database and default company
  • Specify parameters - including Current Period setting
  • Set Distribution targets - file types by email or into a folder
  • Schedule reports - daily, weekly, monthly
  • Run now

Posted 3/18

About this course

Creating Subscribers

  • Using a generic Admin account to create subscribers and subscriptions
  • Sending reports to internal and external recipients
  • Specifying users  and their attributes - email addresses folder names

Creating Subscriptions

  • Adding single reports or folders of reports
  • Establishing connection settings - database and default company
  • Specify parameters - including Current Period setting
  • Set Distribution targets - file types by email or into a folder
  • Schedule reports - daily, weekly, monthly
  • Run now

Posted 3/18