Publishing Report Packages, Sections, and Doclets

You can publish report packages, specific sections, and individual doclets directly from Smart View, in addition to publishing them from the Narrative Reporting web application.

You can publish the reports either in the PDF format or in the report’s native format (for example, Word or PowerPoint). The published report can be saved in your local area or in the Narrative Reporting Library. You can also overwrite an already published report while publishing and saving its new version.

When you publish a report package, section, or doclet, a single merged file is created for all the report contents selected. However, any supporting documents such as reference doclets and supplemental doclets present in the report package or section are not published.

To publish report package, section, or doclet:

  1. Ensure that you are in the Library pane of the Smart View Panel.

    From Narrative Reporting Home, click Library, then expand the Narrative Reporting node, then the Library node, then expand the Report Packages folder, and then select a report package.

  2. To publish the selected report package, click Publish Report from the Action Panel.
    Alternatively, to publish a specific section or doclet from the selected report package, click Open Report Package, select the required section or doclet, and click Publish.

    Note:

    The Publish action appears in the Action Panel only if the section or doclet has publishable content.
  3. In the Publish dialog, select either Native or PDF option in File Type field.

    Note:

    If you are publishing a PDF report package, then the PDF option is selected by default.
  4. In Save To field, select either Local or Library option, and click Browse to select the location where the report should be saved.
  5. Optional: If an older version of the report exists in the location, and if you want to overwrite it with the current version being published, then select the Overwrite Existing File check box.
  6. Click OK to publish the report package, section, or doclet.
    If published in the Native format to the Library, the published report appears in the selected folder under Library/Documents in the Smart View Panel.