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Business Objects - Launch Pad - Sharing Reports

This article describes how to share Business Objects reports.

You can share your Business Objects reports in several ways, depending on if they are also a Business Objects (BO) user.

  • For a non-BO user you can export the report to an Excel or PDF document and then share it with them (i.e via email or Box). Box is recommended for security purposes, if email is used the data should be secured with a password if possible.
  • For a BO user, you can either share an exported document (above) or send them a copy of the document to their inbox that they can use themselves.

Sending a report to another user's inbox

Prerequisites

  • Make sure you know the CNetID for the person you want to send the report to.
  • They will need to have access to the subject area (i.e. FR-TT, PAR, HR, SDW, etc) of the report in order to use it.
  • The report should have no saved data (different individuals have security access to different data and you shouldn't disclose information that others may not have access or a reason to see)
    • Open the report and click on the Purge Data button on the toolbar
      Purge Data Button

Sending a Report

  1. Left-click on the report to be sent
  2. Click on the Send To button on the Business Objects toolbar and select Send to User

  3. Enter the CNetID of the person to send the report to and click the magnifying glass to find them in the list of names
  4. Click on the person if they are found
  5. Click the > button to add them to the selected list

  6. If you need to send the report to additional users, select the "User List" and repeat the search for each additional users
  7. Click on Send

See Also:




Keywords:bis BO GEMS IRF AURA SDW   Doc ID:19633
Owner:James I.Group:University of Chicago
Created:2011-08-07 18:00 CSTUpdated:2016-08-02 10:40 CST
Sites:University of Chicago, University of Chicago - Sandbox
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