AX1676
Use production reporting features with web reports to generate and deliver report snapshots to various audiences, as needed.
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You can perform multipass processing on a web report over a specified dimension, such as by department, region, or entity. The report is iteratively refreshed—one pass for each value of the dimension—and during each pass, a filter is automatically applied to limit the data to the current dimension value.
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The output of each pass is a filtered PDF or Excel snapshot of the report. This static snapshot is then saved to a target folder location—either a local folder in your network or the Axiom repository—and/or emailed to a specified recipient. You can determine folder locations and email recipients dynamically so that the location and recipient changes, as needed, for each pass.
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Optionally, collect multiple PDF or Excel snapshots into larger report books and then dynamically save and/or email them, as needed. For example, you might process three different web reports by entity and then collect the three resulting entity snapshots into a single file per entity.
To perform multipass processing on a web report, use the Scheduler task Web Report Processing. This task processes a target report by a specified dimension, and then saves and/or emails the output files as configured in the task.
To collect output files into report books, use the File Collect option of File Processing. To do this, you must create a spreadsheet report, enable it for file processing, and then configure file collect options. After it is configured, you can manually run file collect processing in the Desktop Client or run it using the Scheduler task File Processing.
IMPORTANT: In phase one of production reporting for web reports, processing is only supported for web reports created from product-delivered templates. Ad hoc web reports created in the Report Builder cannot be processed yet. Support for ad hoc report processing may be added in a future release.
