Create a report distribution profile

A report distribution profile defines the relationship between a report option and its distribution destination(s). For example, PDF files might be sent to a specific actor group. Then you associate a report distribution profile with a report distribution group.

  1. Access Reports > Report Distribution > Report Distribution Configuration.
  2. Select the Report Distribution Profiles tab.
  3. Click Create.
  4. Specify a name for the report distribution profile.
  5. Optionally, add a description.
  6. Select the report options for which you are creating the profile. (Report options are currently only used by standard reports built with Java, also known as static Java reports.)

    If you need to create a new report option, see Create a report option.

  7. On the Actor Distribution Options tab, specify this information:
    Actor Group
    Select a previously defined group containing actors. You must specify an actor group, role, role group, Process Automation service name, or email to, cc, bcc, or select the option to enable the "allow dynamic actor set" feature.
    Include Descendent Actor Groups
    Select to include any actor groups that are descendents of the selected actor group.
    Suppress Distribution Of Blank Report To Actor Group
    Select if you do not want to send blank reports to the actor group (for static Java reports only).
    Allow Dynamic Actor Set
    If selected and a user selects a report distribution group linked to this profile, the user will have the option of specifying an ad-hoc set of actors to distribute the report to.
    Role
    Specify a role if you want to send reports to the actors with that role.
    Role Group
    Specify a role group if you want to send reports to the actors with a role in that role group.
    Suppress Distribution of Blank Report to Role
    Select if you do not want to send blank reports to actors with the specified role.
    Burst By Actor
    Generate a separate copy for each actor and apply actor-specific security to each copy (does not apply to static Java reports). If this check box is not selected, the report sent to each actor will have the report submitter's security applied.
    Suppress User Notification
    Select if you do not want to send user notifications on the creation of a report. Notifications are still sent if there is a failure.
    View Actors
    Click to view the actors that are included in the actor group (and descendent groups if those were specified to be included as well).
    Report Email Option
    Select None, Include Document, Include Document Link, Both, or Defined Message Only. If you select any value except None, then you can specify the from email address, the subject line, and text for the body of the email that will be sent when the report is ready. For those fields, you can click the three vertical dots by each field and then use the Text Variable Replacement option to select a variable to use for the field value. For the Document Link option, the link is to the user's My Print Jobs and the user will then need to log in to the system to view the report. If a report distribution group has more than one report distribution profile and an actor is included from more than one, the first encountered is what determines how the actor will receive the report.
  8. On the Other Distribution Options tab, specify this information:
    Process Automation Service Name
    Specify a process automation service name that can receive the output type (for static Java reports only).
    Suppress Distribution of Blank Report to Process Automation Service
    Select if you do not want to sent blank reports to the process automation service.
    Email To
    Specify an email address to which the output type will be sent.
    If you type an email address, you much also specify a corresponding message in Content. From, Cc, Bcc, and Subject are optional.
    Note: You can use this option to send reports to an email-enabled printer.
    Suppress Distribution Of Blank Report To Email
    Select if you do not want to sent blank reports to the email address.
  9. Click Save.