In order to distribute a report once the distribution instructions have been set up, you need to link the instructions to the report and select the worksheets which the instructions must apply to.
To Select Distribution Instructions, do the following:
- Run the relevant report from Sage Intelligence Report Manager
- In Microsoft Excel, click the BI Tools tab
3. Click Select Instructions
4. In the left pane, you will see all the instructions you have previously set up. In the right pane is all the worksheets available in the current excel report you have run out from the Sage Intelligence Report Manager
5. Select the Instruction from the left that you would like to apply, and click the right arrow button
6. Select the worksheets you would like to include in your distribution instruction
7. If you would like to include an additional instruction, repeat from step 4
8. If you would like any selected distribution instruction(s) to be executed when a report is automatically scheduled via a scheduler command, refer to the next section. Click OK
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NOTE: If you would like the distribution instruction to be permanently linked to the report, you will need to Create and Link the report in Sage Intelligence Report Manager. |
Automated Distribution
In order to use automated distribution it is recommended that you use the SMTP / Exchange Server option in your Distribution Settings as the Use My Outlook Profile option requires Microsoft Outlook to be open at the time of distribution.
For Automated Distribution Instructions, do the following:
- From your Select Distribution Instruction window, if you would like the distribution instruction to be executed when scheduling the report, select the check box at the bottom of the screen:
- You will then need the distribution instruction to be permanently linked to the report, so you will need to Create and Link the report
- You can then schedule the report as per the normal procedure covered in the previous lesson
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NOTE: At time of publication the Distribution options were not available in Sage 50 U.S. Edition Business Intelligence |
