Understanding Report Distribution

Email and security templates in a report request are the key entries for PS/nVision report distribution. In most of cases you use the scope variable %DES% for the distribution setting so the reports can be distributed to different recipients according to different values in its scope field. However, you can also override the distribution recipients in Process Scheduler Request page for a particular running of a report request.

In general, you specify the content of email and security templates in either of these ways:

1. You can specify the same set of recipients for all report instances from a report request.

   In this way, you specify a set of user IDs (U:<user id>) or role IDs (R:<role id>) in the email or security template, or a set of email addresses for the email template.

   If you use user IDs or role IDs in the email template, you need to make sure that the corresponding users have valid email addresses specified in their User Profile settings.

2. You can use scope variable %DES% in the email and security templates to select a related field value from a value table or a tree node table that the scope field is based on.

   The field values in the scope table need to be populated in the same way, as you would specify them in the first option. The general syntax of the %DES% variable is the following:

   %DES%.[scope field].[detail field].[node field]

   PS/nVision evaluates the %DES% variable to the value of the detail field in the value table or the node field in the tree node table for the scope field. In all cases, the detail fields or the node fields are the email and web distribution fields, and they must be presented in the scope tables.