Run or Schedule a Business Objects Report

Security for reports has three levels. The following table describes each level of access. The  administrator grants you the access rights to specific features.
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Security for Reports
Security for reports has three levels. The following table describes each level of access. The 
Clarity Project and Portfolio Management (PPM)
 administrator grants you the access rights to specific features.
Access Level
Description
Report access
Allows you to view reports. When you have access at this level, you can open the
Available Reports
page. The
Reports - Access
right includes this level of access.
You can be granted instance access rights to view and run a specific report. The
Report - Run
access right lets you run a report and view the output. This access right does not let you change the parameters that filter information for a report.
Report definition
Allows you to edit a specific report definition. When you have this level of access, you can change the report parameters to filter information for a report. The
Reports and Jobs - Edit Definition
instance access right lets you edit a specific report definition.
Row-level security within a report
This access level helps ensure that information is provided to you if you have the right to view the information. The row content that appears in each report varies depending on the access rights you have to items contained in the report. For example, if you run a report that lists information for multiple projects, only those projects to which you have rights appear in the report.
Run or Schedule a Report
The
Available Reports
page lists all reports that a user or administrator can access and can run immediately or can schedule to run later. The report type is the user view of the report definition. Each available report has a corresponding definition and one report type. From this view, you can select a report type and can set the run criteria. You cannot delete or remove available reports.
The scheduled report runs let you set up recurring schedules for your frequently viewed reports. By scheduling the reports to run in advance, the updated reports are available when you need them.
If you have personalized the
Overview
page to display the My Reports portlet, you can add and run any available report from this portlet.
Follow these steps:
  1. Open
    Home
    , and from
    Personal
    , click
    Reports and Jobs
    .
  2. Specify the filter criteria, or click
    Show All
    to view a list of all available reports.
  3. Click the name of the report you want to run or schedule.
  4. Complete the requested information. The following sections require explanation:
    • General
      Edit the report name. For scheduled runs, you can change the name to distinguish each instance of a run. For example, Retailing Banking - Monthly Rate Extraction run.
      For submitted scheduled report entries, a read-only job ID and status are displayed.
    • Parameters
      Set the parameters as desired. This section appears only if your 
      Clarity Project and Portfolio Management (PPM)
      administrator defined the parameters. Click Save Parameters to save the defined set of parameters for reuse. The saved parameters display in the list on the
      Available Jobs
      list page below the report type from which it is based.
    • When
      Defines the interval on which the report runs.
      Select Scheduled to run the report later. To run the report at a recurring time, click the
      Set Recurrence
      link.
      You can also set the recurrence of a scheduled report by using the UNIX Crontab. To use crontab, select Use UNIX Crontab Entry Format and enter the schedule. For example, the following statement indicates that the report runs at midnight on the 1st and 15th of every month.
      0 0 1,15 * *
      You can use the crontab option on Windows, Linux, and UNIX operating systems where the 
      Clarity Project and Portfolio Management (PPM)
      instance is running. When you use this option, the scheduled configuration takes the server system time where the 
      Clarity Project and Portfolio Management (PPM)
      instance is running.
      For more information about the UNIX Crontab format and special character usage, see the Oracle Documentation.
  5. Submit your changes.
Edit Scheduled Report Run Properties
Report run properties include scheduling and notification information, and any parameters that you can customize. The
Scheduled Reports
page lists the scheduled report run times and report run statuses a user or administrator has created. A single report can have many scheduled runs. All scheduled report runs (except the deleted reports) appear in the list regardless of their status.
You can edit the properties of scheduled report runs that have the
Canceled
or
Completed
status using the
Report Properties
page. Otherwise, you can only view report run properties.
A scheduled report run can have one of the following statuses:
  • Canceled. The scheduled run is stopped and future recurring runs permanently canceled.
  • Completed. The single, nonrecurring scheduled run is complete and the generated report output is available.
    Recurring scheduled runs never show a
    Completed
    status.
  • Paused. The scheduled run is stopped temporarily.
  • Running. The scheduled run is in progress.
  • Scheduled. The scheduled run starts generating the report on its prescribed date and time.
  • Waiting. The scheduled run cannot start generating the report until an incompatible report or job run is completed.
If you schedule a report to run only once, you can only edit its properties before the scheduled run time.
Follow these steps:
  1. Open
    Home
    , and from
    Personal
    , click
    Reports and Jobs
    .
  2. Open the
    Reports
    menu, and click
    Scheduled Reports
    to edit the schedule of an existing report run.
  3. Click the name of the report you want to edit.
  4. Edit the information and save your changes.
    If a report fails, check the status of scheduled runs for more information or contact your administrator for any assistance.
Manage a Scheduled Report Run
You can manage a scheduled report run in the following ways:
  • Pause or resume a scheduled report run
    Pausing scheduled report runs temporarily stops the report from running. When in this state, the report cannot run at its scheduled time until you resume the report run. When you resume the report runs, it runs at its next scheduled run time. You can pause reports that have a
    Scheduled
    status.
  • Cancel a scheduled report run
    Canceling scheduled runs stops the run immediately and cancels any future runs. A cancelled run remains listed on the scheduled reports page with a status
    Cancelled
    status. Once you cancel a run, you cannot change its status or cannot edit any of its properties.
  • Delete a scheduled report run
    You can delete scheduled runs with a
    Cancelled
    or
    Completed
    status. Deleting a scheduled run does not delete the report type, or any completed generated reports that are listed in the
    Reports Library
    .
Follow these steps:
  1. Open
    Home
    , and from
    Personal
    , click
    Reports and Jobs
    .
  2. Open the
    Reports
    menu, and click
    Scheduled Reports
    .
  3. Select the check box next to the scheduled report and complete one of the following actions:
    • Click
      Pause
      .
    • Click
      Resume
      .
    • Click
      Cancel Job
      .
    • Click
      Delete Job
      .
View a Generated Report
The
Report Library
page lists all the generated reports a user has access to view. The report instance is the output that is generated from a scheduled run. Reports run immediately and can be viewed immediately after they are generated. You can also save and share reports with others.
If the scheduled report run recurs, then an instance of the report log is generated for each recurrence. For example, if a scheduled report run is set to recur monthly, then an instance of that report is created each month.
You must have Adobe Acrobat Reader installed to view reports.
For any reports that run immediately, you can view the report immediately. You can also save the report and view it later from the
Report Library
page.
Follow these steps:
  1. Open Home, and from Personal, click Reports and Jobs.
  2. Open the Reports menu, and click
    Report Library
    .
  3. Complete any one of the following steps:
    • Click the
      Open Report
      icon next to the report to review.
    • Click the Report link to view run properties.
Delete Generated Reports
You can delete generated reports as needed. You can also schedule the Remove Job Logs and Report Library entries job run to remove outdated reports from the Reports Library periodically.
Follow these steps:
  1. Open
    Home
    , and from
    Personal
    , click
    Reports and Jobs
    .
  2. Open the
    Reports
    menu, and click
    Report Library
    .
  3. Select the check box next to the report, and click
    Delete
    .
Jobs Affecting Report Information
The Setup and Update Data Used by Reports and the Time Slicing jobs generate the report information. If these jobs fail, reports can be affected. If the report information does not display, it implies that one of the jobs have failed to run.
Contact your
Clarity Project and Portfolio Management (PPM)
administrator for more information.