Using the Distribution Tab in Report Collection

Distribution Tab

You can set your report collection distribution preferences in this tab. For example, you can set up your email, and its attachments.

• Click Distribution to define Report Collection distribution preferences:
  • Select Send e-mail notification to user(s) to send an email to selected users informing them of the generated Report Collection. See Report Collection E-mail Customization.
  • Select Include reports as an attachment to attach the generated Report Collection output to the email. If the attachment exceeds 5MB, you will be notified and the report will be saved to the File Cabinet (if this option is selected) for viewing.
  • Select Save output files in the File Cabinet to save Report Collection output files to a specified path (folder location) within the File Cabinet. Users without access to the folder in the File Cabinet where the Report Collection is saved can still view the report.
  • When you select the Save output files in the File Cabinet check box, the Replace existing reports check box is enabled. You can select this check box to replace all reports that are saved after the Summer 19 release in the same folder.
  • By default, the Replace existing reports check box is:
    • Not enabled in all existing and new Report Collections.
    • Enabled if the Date and Time field is excluded in the Output File Name (Report Collection)section.
      Note:

      Any output files saved to File Cabinet prior to the Summer19 release are not replaced. The output files saved or moved to other folders (other than the one specified in Report Collection, Distribution) are not replaced.
• Click Add/Remove User – User group to open a dialog page where you can identify Planful Users, Planful User Groups, and non-Planful Users (Other Users) to send the Report Collection by email or share the output file with the File Cabinet for the users/user groups selected.
  
  If a User Group is selected in the distribution table, all users mapped to the user group get Full access to the respective files automatically. To view and open the files (used in this example) from the File Cabinet users must have at least, Read Only access to the Report Collection folder and its parent folders in the File Cabinet hierarchy. Folder access must be set MANUALLY and does not apply automatically. If the users do not have access to the Report Collection folder, they cannot view the files in File Cabinet though they have Full access.
  
  A Full Access user can open and view an artifact in the File Cabinet, rename an artifact, edit an artifact, move the artifact from one folder to another in the File Cabinet, modify report security, copy the artifact, view the Usage Report, delete a document from the File Cabinet, and add and remove the artifact from User Favorites.
  
  It doesn't matter how you distribute the Report Collection, the order of the dimension members selected and displayed on the Reports tab for a given dimension is retained. See Distributing Report Collections.
•  Click Save. Only reporting administrators or users with full access can perform a save. Use Save As to save a current Report Collection under a different name. Enter a new Report Collection code and name and select the folder where you would like to store the Report Collection. You can save a Report Collection to folders if you have edit or full privileges. Only reporting administrators or users with full access can perform a Save As.
•  Click Run to execute the Report Collection.