Here are the main steps that need to be performed to create a publication.
STEP 1] Go to “New” >”Publication”
STEP 2] Go to “General Properties” > Write the title of the “publication”.
STEP 3] Go to “Source Document” > Indicate the source, in this case the source is a Webi report.
STEP 4] Go to “Dynamic recipients” > Choose the WEBI report that contains the contact list for recipients
Note: click here for information on how to update contact list.
STEP 5] in the “formats” section: choose the format of the attachment to the publication email. I have chosen PDF as depicted below:
STEP 6] in the "destinations" section > Fill up the required fields as depicted below:
Note: if you are putting in a URL of the report in the message section, make sure to put the syntax “&sInstance=Last” at the end of the URL so that the last instance gets picked up.
0 Comments
|
CategoriesArchives
June 2020
|