Scheduling a report or document to be sent to a network folder

You can have a report or document automatically delivered on a specific schedule to a folder on your network.

You can customize your subscription by typing macros in the File Name or Zip File Name fields. These macros are automatically replaced with the appropriate text when the report or document is delivered. For example, you create a subscription to a document. If you type {&Subscription} in the File Name field, the name of the subscription is used as the file name when the document is delivered as a file.

For a list of the macros available, see the Automating Tasks chapter of the System Administration Guide.

Prerequisite

To send a report or document to a network folder on a schedule

  1. Click the name of the report or document. The report or document opens.

  2. From the Home menu, point to Subscribe to, and select File. The Schedule Delivery to File dialog box opens.

  3. Type a name for the subscription in the Name field.

    You can use a variable in the subscription name to automatically insert the date or time the subscription was executed, or the name of the recipient of the subscription. To use one of these variables, type one or more of the following in the Name field where you want the variable to appear:

  4. From the Schedule drop-down list, select a delivery schedule or an event that will trigger delivery. The schedule choices available are created in the Schedule Manager in Desktop.

  5. Determine the delivery location for the report/document by doing one of the following:

  6. From the Delivery Format drop-down list, select the format in which to send the report/document:

  7. You can specify the delimiter character to use to separate values in a report, such as a comma or tab. From the Delimiter drop-down list, select one of the following:

  8. Note: This option is only available if the Delivery Format option is set to Plain Text.

  9. Type a name for the file in the File Name field. To see a list of available variables that can be used, hover your cursor over the A list of variables is displayed when the cursor is hovered over this icon. icon next to the File Name field. To automatically insert the current date and/or time as part of the file name, you can insert these variables in the file name.

  10. To preview the report/document delivery, select the Send a preview now check box. The delivery is sent immediately.

  11. For a report or document with prompts, all prompts are displayed if you are not subscribing to a report that is open. The selections you make for these prompts will be used whenever the report/document is delivered.

  12. Expand the Advanced Options.

  13. If you have selected the Compress contents check box, the following options are available:

  14. Select a date when the subscription will expire from the calendar displayed under Do not deliver after.

  15. To have a notification email sent when the delivery occurs, select the Send notification to email address check box. In the New Address field, specify the email address to which to send a delivery notification and select the email client type of the specified email address.

  16. Click OK. The file will be delivered to the specified location on the specified schedule.

To verify that you are subscribed to the report or document, click My Subscriptions at the top of any page. The report appears in the File Subscriptions list.