Report Collection Best Practices

Do not submit a request to run a Report Collection when the same Report Collection is already running. You can run two different Report Collections simultaneously.

Use the Retry option if a Dynamic Report in a Report Collection or Financial Package Publisher fails due to concurrent processes running or OLAP connectivity issues. This option allows Planful to automatically perform a reprocess. The maximum number of retries allowed is 3. If, after 3 attempts, the report still fails, try again at a later time.

Audit Report Collection activities by enabling this option on the Setup Application Audit page.

All Report Collections are available by default for reporting administrators. For regular users, Report Collections are displayed based on security.

All reporting administrators and the creator of the Report Collection have full access to the Report Collection by default. A full access user can set up security for an individual Report Collection using the Security option in the File Cabinet or Report Access in User Management.

Edit in the File Cabinet toolbar is available only for Reporting Administrators or Full Control users. All Report Collection details can be edited except Reporting Area. You cannot edit a Report Collection while it is running.

Copy in the File Cabinet toolbar is available only for Reporting Administrators or Full Control users. All details, such as Reports, Member Selections, Bursting Methods, Distribution Options, and Settings are copied from the source to the target. Job Manager or Audit Log details are NOT copied from the source to the target.

Delete in the File Cabinet toolbar is available only for Reporting Administrators or Full Control users. If a Report Collection is deleted, all the reference records in the Job Manager are also deleted. However, Audit Log details are not deleted.

Rename in the File Cabinet toolbar is available for all Reporting Administrators or Full Control users.

Report Collections can be added to and removed from Favorites. Multiple Report Collections or a combination of Report Collections and other Report artifacts can be added to Favorites.

Dynamic Reports referenced in a Report Collection cannot be deleted. Click Usage Report to display information on where Dynamic Reports are referenced within Report Collections.