Publish a Report or Spreadsheet

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.