Use this page to publish a report or spreadsheet after it has been
generated. Publishing a report or spreadsheet enables other Web users to view
the report or spreadsheet without having to regenerate it.
Note: Reports or spreadsheets that involve a wide range of dates or account
codes can require excessive system time and resources to generate. Consider
publishing or saving these reports for quicker access.
- Publish
- Click to publish the report or spreadsheet. The Publish Reports or Publish
Spreadsheets window is displayed.
- Name
- Enter the name of the published report or spreadsheet. You can use the
default file name or type another name.
- Format
- Select the report or spreadsheet format that you want to generate:
- RDL (Report format)
- PDF (Portable document format)
- XLS (Excel format)
- Location
- Specify the subfolder name for the published reports or spreadsheet within
the overall published reports or spreadsheets folder. By default, this folder
is named Published and is in C:\Program Files\IBM\TUAM\Server\Reports<type>.
For example, if you click User, the published reports
or spreadsheets are stored in the user subfolder within the Published reports
or Published spreadsheets folder.
Location determines the accessibility
of the report or spreadsheet, as follows:
- User
- The report or spreadsheet is available to the specified user only. If
you are a Web administrator, you can publish reports or spreadsheets for any
user ID. If you are not an administrator, you can publish reports or spreadsheets
for your user ID only.
- Group
- The report or spreadsheet is available to those in your current user group.
If you are a Web administrator, you can publish reports or spreadsheets for
any group. If you are not an administrator, you can publish reports or spreadsheets
for your user ID only.
- Account
- The report or spreadsheet is available to users in a group that is allowed
to view the selected client account code. The Account option is displayed
only if you are a Web administrator.
- Global
- The report or spreadsheet is available to anyone using Web Reporting.
The Global option is displayed only if you are a Web administrator.
- Reporting Period
- Select the date period assigned to the report or spreadsheet for storage
and retrieval purposes. This date period does not affect the date of the data
in the report or spreadsheet.
- Replace Existing Report
- Check to replace any existing published report or spreadsheet with the
same file name with this report or spreadsheet.
Click OK to publish the new report or spreadsheet
to the specified location.