Publishing Report Sets and Request Sets

This chapter covers the following topics:

Overview of Publishing Report Sets and Request Sets

The Report Set and Request Set publishing feature enables you to publish completed reports from a set to the Report Manager Repository. You can set up publishing options for each report in the set, so that every time you choose to publish it each member report can have specific publishing parameters applied and maintained for subsequent runs.

Important: The Report Set and Request Set publishing feature enables the publishing features of Report Manager for completed reports. You must first submit the request set or report set to make the reports available for publishing to Report Manager. You can submit a request set or report set through the concurrent processing Web pages, or you can submit a report set directly from Oracle Report Manager.

There are two possible business user flows for this process. The first flow is as follows:

  1. Define a report set or a request set in Oracle E-Business Suite.

  2. Run the report set or request set from the concurrent processing Web pages.

  3. Optionally use the Define Report Set Publishing Options or Define Request Set Publishing Options page to define and save the publishing parameters for each report in the set. See: Defining Publishing Options.

  4. Use the Publish Report Set or Publish Request Set page to publish the completed requests. You can either use the saved publishing parameters or define new publishing parameters. See: Publishing Report or Request Sets.

Alternatively, the second possible flow is as follows:

  1. Define a report set or a request set in Oracle E-Business Suite.

  2. Use the Report Set Submission page in Oracle Report Manager to define publishing options, submit the report set, and publish the completed requests. See: Submitting a Report Set.

Defining Publishing Options

  1. Select Define Report Set Publishing Options or Define Request Set Publishing Options from your assigned responsibility in the Oracle E-Business Suite navigator.

  2. Select a report set or request set Name.

    The report set name list will contain all the report sets that have been created by any user.

    Saving a publishing template for a specific set will apply to all sets with that name. For example, if you create a default publishing template for Set A (submitted on 23-Nov-2006) then this new template will belong to all instances of Set A (regardless of submission date).

  3. You can optionally search for particular reports within the set to display only those reports. The search criteria are the report name, the selection status within the report list (Checked or Unchecked), and the report parameter status (Not Started or Completed).

  4. Select the Publish box for reports in the set that you wish to publish. Only the selected reports in the set will be published to the Report Manager repository.

  5. Select the Update Publishing Parameters icon to edit the report publishing options.

    Follow the process train to update the parameters for the report. Once you have saved publishing parameters for a report, the Publishing Parameters Status column will be checked.

    See Publishing Parameters for more information on the publishing parameters screens.

  6. Update the Publishing Parameters for each report in the set that you wish to publish via Report Manager.

  7. Select Save.

Publishing Report or Request Sets

  1. Choose Report Submission from the top level menu in the Oracle Report Manager pages, and then choose the Request Set tab. Alternatively, select Publish Report Set or Publish Request Set from your assigned responsibility in the Oracle E-Business Suite navigator.

  2. Select a report set or request set name and optionally a timeframe and run date for the set.

  3. You can optionally search for particular reports within the set to display only those reports. The search criteria are the report name, the selection status within the report list (Checked or Unchecked), and the publishing parameters status (Not Started or Completed).

  4. Select the Publish box for reports in the set that you wish to publish. Only the selected reports in the set will be published to the Report Manager repository.

  5. Select the Update Publishing Parameters icon to edit the report publishing options for this submission.

    Follow the process train to update the parameters for the report. Once you have saved publishing parameters for a report, the Publishing Parameter Status column will be checked.

    See Publishing Parameters for more information on the publishing parameters.

  6. To save changes, select Save.

  7. Select Publish.

  8. In the confirmation, page, if you want to publish another request set, choose Publish Another Set.

Submitting a Report Set

  1. Choose Report Submission from the top level menu in the Oracle Report Manager pages, and then choose the Report Set tab.

  2. In the Report Set Submission page, select a report set name.

  3. Optionally select a period, effective date, ledger, and currency and choose Apply to apply these submission parameters to all the reports in the set.

  4. You can optionally search for particular reports within the set to display only those reports. The search criteria are the report name, the selection status within the report list (Checked or Unchecked), and the report parameter status (Not Started or Completed).

  5. Select the Select box for reports in the set that you want to submit and publish. Only the selected reports in the set will be submitted and published to the Report Manager repository.

  6. Select the Update Parameters icon for each report to edit the report submission and publishing options.

    Follow the process train to update the parameters for the report. Once you have saved parameters for a report, the Parameter Status column will be checked.

    For more information about the parameter pages, see: Submitting Financial Reports and Publishing Parameters.

  7. In the Scheduling Options region, specify when you would like your report set to run. You can choose a simple schedule such as as soon as possible, a specific date and time, or recurring intervals; or you can choose a more advanced schedule such as specific days of the week or specific dates in a month. You can also choose a previously saved schedule.

  8. Select Submit.

  9. In the confirmation page, choose Monitor Requests to monitor the progress of your requests in the concurrent processing Requests page, or choose Submit Another Request to return to the Report Set Submission page and submit another report set. You can also choose Ok to return to the Oracle E-Business Suite home page.