Scheduling reports in Oracle Fusion, particularly using BI Publisher, allows you to automate the generation and distribution of reports, saving time and ensuring timely delivery of critical information. Here's a breakdown of the process:
1. Accessing the Report Scheduling Interface :
- Navigate to the Reports and Analytics:
- Log in to your Oracle Fusion application.
- Navigate to "Tools" and select "Reports and Analytics."
- Locate the Report:
- Browse or search for the report you want to schedule.
- Schedule Report:
- For BI Publisher reports, you will typically find a "Schedule" option associated with the report.
2. Defining the Schedule :
- Frequency:
- Specify how often the report should run (e.g., daily, weekly, monthly, hourly, or a specific date and time).
- You can set recurring schedules or one-time schedules.
- Start and End Dates:
- Define the start and end dates for the scheduled report.
- Time Zone:
- Select the appropriate time zone for the report schedule.
3. Setting Output and Delivery Options :
- Output Format:
- Choose the desired output format (e.g., PDF, Excel, Word).
- Delivery Destination:
- Specify where the report should be delivered:
- Email: Enter the email addresses of the recipients.
- File Server: Specify the file server location and directory.
- Printer: Select a printer.
- Content Server: store the report in the Oracle Content Server.
- Bursting (if applicable):
- If the report is designed for bursting, configure the bursting parameters to distribute the report based on specific criteria.
4. Setting Report Parameters (if applicable) :
- Parameter Values:
- If the report has parameters (e.g., date ranges, business unit codes), specify the values that should be used when the report is run.
5. Setting Advanced Options :
- Notification:
- Configure email notifications for successful or failed report executions.
- Security:
- If needed, configure security settings to control access to the scheduled report.
- Retry Options:
- Set retry options in case of a report failure.
6. Reviewing and Submitting the Schedule :
- Review Settings:
- Carefully review all the schedule settings to ensure they are correct.
- Submit the Schedule:
- Submit the schedule to activate it.
Key Considerations :
- Permissions: Ensure that you have the necessary permissions to schedule reports.
- Resource Usage: Be mindful of the impact of scheduled reports on system resources, especially for large or complex reports.
- Error Handling: Monitor scheduled reports for errors and take appropriate action to resolve them.
- Testing: It is always a good idea to test a report schedule with a small test group before rolling it out to a large audience.
