Using Portal Folders

You can use portal folders to organize nVision report results into meaningful groups. When creating a report request with the output option of Web or Window, you can select the top level folder, and then define a subfolder where the report result will be posted. Sub-folders can be created dynamically by using nVision variables to generate the folder names, or statically by entering the actual folder name. Sub-folders are created under the selected top level folder and can be viewed from Report Manager.

To create a subfolder in PIA:

  1. Select Reporting Tools, and then PS/nVision, and then PS/nVision Schedule Requests.

  2. Enter report request information.

  3. Select the Web or the Window option as the type in the Output Options section.

  4. Click the Scope and Delivery Templates link to display the nVision Web Output page.

  5. Select the Top Level Folder option from the Folder Name drop-down list.

  6. Enter the name of your subfolder in the Directory Name Template field.

    You can use variables to create unique folder names. If the folder does not exist, PS/nVision creates the folder in Report Manager. For example, Reports\%SFV%- %RID%\My Folder\Finance Reports.

Selecting Portal Folders

You can select portal folders from:

  • Distribution Detail page.

    Select report request and run report. Change Output Type to Web or Window, and then click the Distribute To icon.

  • Scope and Delivery Templates - nVision Web Output page.

  • Process Definition page.

    Select PeopleTools, and then Process Scheduler, and then Process Scheduler Processes.

    Select Process Type as nVision-Report and enter NVSRUN as the Process Name.

    Select the Destination tab.

Note:

Sub-folders can only be created from the Enter Delivery Options - nVision Web Output page.

At runtime, Process Scheduler creates the top-level folder based on the following priority order:

  • Distribution Detail page.

  • Enter delivery Options - nVision Web Output page.

  • Process Definition page.

If a folder has not been selected on any of the above pages, Process Scheduler will use the default folder defined by the administrator.

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