Options Tab of the Report Settings Dialog Box

Overview

Set the options on this tab to determine how your scheduled report output will be generated, formatted, and delivered.

Screen Elements

Report Name field

The title for the report defined in BI Publisher.

Schedule Name field

The name for the report schedule. A single report will have multiple schedule names.

For example, an original source report named Quality Report can be scheduled and given the following schedule names: Weekly Quality Report, Monthly Team Quality Report, and Region 3 Quality Report.

Template list

The template you want to use to apply style to the report data.

Format list

The file formats that you can use for file output.

Delivery Type field

The way users will access or take delivery of this report. On-demand reports can be delivered by electronic mail as attachments or downloaded as files. You can only deliver scheduled reports by electronic mail.

"" E-mail Options button

Launches the E-mail Options dialog box used to enter all e-mail recipients for the selected report.

Notification options

Determines the types of e-mail status notifications the user who scheduled the report should receive when the scheduled report attempts to run.

Report Completed option: Determines whether e-mail is sent if the report is delivered without errors.

Report Complete with warnings option: Determines whether e-mail is sent if the report is delivered, but has errors.

Report Failed option: Determines whether e-mail is sent if the report failed to run.

Report Parameters table

If a report has field parameters predefined in BI Publisher, they will appear here in P6. You must specify report parameter values in order to generate valid output. For example, a weekly timesheet compliance report would require that you specify the start and finish dates for the target period of the report.

Caution: To avoid system performance issues, be as specific as possible when entering values for reports. Narrow down your choices to include only what is absolutely necessary.

Field Name field

The key field used by P6 to construct valid data for each specific instance of report output.

Value field

The parameter value for the field shown in the field Name column. The field changes to a picklist, date editor, check box, combo box, or a text field depending on the settings pre-defined for the field Name. The data entered in a text field must be accurate, otherwise the report will fail to run.

Example: Jay in Accounting would like to run a report showing data derived from three active projects, X, Y, and Z. Janice, VP of Strategic Development, wants the same report but is only concerned at the moment with Project Y. They each independently schedule the same report; however, they specify different report parameter values for Project ID:

Jay: Project X, Project Y, Project Z
Janice: Project Y

Getting Here

  1. Click "" Reports.
  2. On the Reports page:
    1. Click View and select Reports.
    2. Select a report, and then click the Schedule detail window.
  3. In the Schedule detail window, click "" Add (Insert).
  4. In the Report Setting dialog box, click the Options tab.

Related Topics

About Reports

Working with Reports

Scheduling Reports


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