Changing Report Folder and Distribution


Concept


Steps:

  1. Begin by navigating to the Process Scheduler Request page.

     

    Click the PeopleTools link.

    Step 1
  2. Click the System Process Requests link.

    Step 2
  3. Click the Search button.

    Step 3
  4. Select the reports for run control.

     

    Click an entry in the Run Control ID column.

    Step 4
  5. The Process Request Dialog page shows the run control ID that you selected or added for submitting your process request. It also includes links to Report Manager and Process Monitor so that you can check the progress of your job and view its content immediately after it is posted.

    Step 5
  6. Click the Run button to access the Process Scheduler Request page.

     

    Click the Run button.

    Step 6
  7. Click the Reset to Current Date/Time button.

    Step 7
  8. Click the vertical scrollbar.

    Step 8
  9. Select the System Audit report.

     

    Click the Select option.

    Step 9
  10. To change the distribution for the System Audit report, select the corresponding Distribution link.

     

    Click an entry in the Distribution column.

    Step 10
  11. Use the Distribution Detail page to change the report distribution.

    Step 11
  12. Use the Folder Name field to specify a specific folder for this report.

     

    Click the Folder Name list.

    Step 12
  13. Click the UPK Training list item.

    Step 13
  14. Use the Email Only section to email this report.

    Step 14
  15. The Distribute To section, will list the user running the  process and any other users or roles defined in the process definition for this process.

    Step 15
  16. Add additional rows to add users or roles to the distribution.

     

    Click the Add Row button.

    Step 16
  17. You can add users or roles.

     

    Click the ID Type list.

    Step 17
  18. Click the User list item.

    Step 18
  19. Click in the Distribution ID field.

    Step 19
  20. Enter the desired information into the Distribution ID field. Enter

     a valid value
     e.g.
     "PTRPT"
    .

    Step 20
  21. Multiple distributions can be added.

     

    Click the Add Row button.

    Step 21
  22. Click the ID Type list.

    Step 22
  23. Click the User list item.

    Step 23
  24. Click in the Distribution ID field.

    Step 24
  25. Enter the desired information into the Distribution ID field. Enter

     a valid value
     e.g.
     "PT8"
    .

    Step 25
  26. Click the OK button.

    Step 26
  27. Click the vertical scrollbar.

    Step 27
  28. Click the OK button.

    Step 28
  29. Use the Process Monitor link to access the Process List page.

     

    Click the Process Monitor link.

    Step 29
  30. Check the Run Status for the process.

    Step 30
  31. Use the Refresh button to check the current status of a submitted process.

     

    Click the Refresh button.

    Step 31
  32. Use the Go back to Sample Process link to return to the Process Request Dialog page.

     

    Click the Go back to Sample Processes link.

    Step 32
  33. Use the Report Manager link to access the Report Manager-List page.

     

    Click the Report Manager link.

    Step 33
  34. Use the Report Manager-List page to view a list of reports to which you have access.

    Step 34
  35. Click the Explorer tab.

    Step 35
  36. Use the Report Manager-Explorer page to view a hierarchical view of folders and reports.

    Step 36
  37. All of the folders that you have access to will be displayed. Use the Expand icon to expand the folder.

     

    Click the Expand button.

    Step 37
  38. Click the Administration tab.

    Step 38
  39. Use the Report Manager-Administration page to view reports posted in the report repository. 

    Step 39
  40. Only users with Report Administration or Report Super User rights can delete reports from the repository. The Select check boxes are unavailable for entry by this user.

    Step 40
  41. To view the report, click the report name link in the Description column. In this example, the report is System Audit.

     

    Click an entry in the Description column.

    Step 41
  42. The report opens in a new window.

     

    Click the Close button.

    Step 42

You have completed the Changing Report Distribution procedure.

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