Setting up Designer exception reports

Before you can set up a Designer exception or trigger report, you must create the exception report to use as the trigger report. You can create a content report to distribute when results are returned in the trigger report.

  1. In Designer, create a trigger report.
  2. Add a filter to a column.

    The filter is used to define the exception.

    1. Select the filter operator from the list.
    2. Select the filter style. The styles available are based on the data type.
    3. Select the options to filter by. The display depends on the filter style.
    4. Click Apply.
  3. Verify that one or more exceptions are displayed in the result set.

    The trigger report must contain a table only and no chart.

  4. Click Save.

    This report is your trigger report. It is used in report scheduling as the trigger report that can drive your exception reporting.

  5. Create the content report that is distributed when results are returned on the trigger report.

    If the information for the content report does not exist, you can create a file, such as an Excel spreadsheet, containing the information to distribute.

    For example, you can create a report that shows the Product Distribution by Category, using the Category Name variable from the exception report example.