Report Distribution
  • Updated on 27 Apr 2016
  • 2 minutes to read
  • Print
  • Dark
    Light

Report Distribution

  • Print
  • Dark
    Light

This tutorial demonstrates how to use Report Distribution functionality. Report Distribution allows users to create and manage how Reports can be distributed (download, send over email, etc.).
Example:
In this example we are going to overview Report Distribution functionality and extend it by creating a simple Report Distribution type.
We begin with creating a simple Report for this tutorial. In the Designer Folder, we clickCreate Report/Page > Create Report on the Folder Actions Panel.

report.jpg

report-c..jpg

Then, we Name our report and click Ok to proceed to the Report Designer.
create-reports-name.jpg

In the Report Designer, we add Data Source first. For this example we add Account Data Source from Data Sources > Common category.
acount-data-source.jpg

Next, we add some fields to populate our Report . We added Account Id and Email Address fields.
This completes our Report design. We can save and close Report Designer.
Id-email.jpg

Back in the Designer Folder we locate our Report and from its Action menu we click Run Report.
Run-report1.jpg

When the Report is displayed, we click Printer icon located in the upper right corner.
printer.jpg

Download/Send Report window pops up. We can choose Report Distribution type here. By the default we should have two options: Download and Email Distribution Flow . Let’s select second option and click Process .
select-printer.jpg

email-distributions.jpg

Send Email Form pops up. We can fill out this Form and click Send . This Flow will send an Email with Report attached as an Excel file.
send-report-emial.jpg

We can extend Report Distribution options by creating a specific Flow . Navigate to System>Designers>Report Distribution Folder in the Portal . We can see Email Distribution Flow that we were using as Report Distribution type in previous steps of this tutorial.
report-distributions-flow.jpg

Any Flow that is created in this Folder will be presented as Report Distribution type. Click Create Report Distribution Flow on Folder Actions Panel.
create-dist.-flow.jpg

In the resulting window we Name the Flow and click Ok to proceed to the Flow Designer.
report-distribution.jpg

Then, in the Flow Designer we add Show Popup step from the Favorite Steps category.
add.jpg

Then, in the Message Input we are going to Select Value of ReportViewerContextID . This value is presented in every Report Distribution type Flow and can be useful to get and manipulate Report data.
pop-up-inputs.jpg

report-viewer1.jpg

Next, for the Subject Input to the step we are going to use a Constant value for the simplicity of this example.
inputs-report-viewer.jpg{height ="" width=""}
Finally, we connect Done outcome from the Show Popup step to the End Step in our Flow . This completes our Flow . We can save it and close Flow Designer.
13_Flow-Complete.png{height ="271" width="483"}

If we go back and run our Report again by clicking on the Printer icon, the Download/Send Report window gives us a new Distribution Option: Pop Up Notification (which is a Report Distribution Flow that we created in this tutorial). We select this option and click Proceed .
proceed.jpg

Our Report Distribution Flow pops up a Notification with Constant Subject and Report Viewer Context ID Value for this Report .
15_Popup.png

Was this article helpful?