Exporting to Microsoft Excel

Reporting Results 6-13 of running the scheduled report are saved on the server as well and, therefore, are available when you log on to the server and start Discoverer Desktop. To schedule a report:

1.

Open the workbook that contains the worksheets that you want to schedule to run as reports. 2. Choose File | Schedule. The Schedule Workbook dialog box appears. Figure 6–14 Schedule Workbook Dialog Box, Step 1

3. Select in the check box next to a worksheet title to include that worksheet as part

of the scheduled report. ■ Click Select All to include all of the workbook’s worksheets in the report. ■ Click Select None to clear each check box. 4. Enter the time and date to run the report. To change the time and date, click on the numbers you want to change, then either type the new time or date, or click the up and down arrows. For example, to change 08:00 PM to 12:01 AM, click on the 08 and either type 12 or click the up arrow until 08 becomes 12. Then click on the 00 and type 01 or click the up arrow once. Then click on PM and click either arrow; PM changes to AM.

5. Select one of the options for how often you want to repeat the schedule:

Never —runs the scheduled report once and only once. Note: When working with a complex set of data or a complicated worksheet, the time it takes to load the worksheet may exceed the time limit the Database Administrator set for worksheets to open. In that case, a Schedule button appears on the message box that tells you the worksheet loading time exceeds its time limit. You can then click the Schedule button to schedule the worksheet as a report so it will load later without being restricted by the time limit. 6-14 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Discoverer Desktop Repeat every —runs the report on a periodic basis; enter a number and select a time interval from the drop-down menu. For example, to run a monthly report, enter 1 Month in the selections. 6. Click Next. Figure 6–15 Schedule Workbook Dialog Box, Step 2

7. Enter a name for the scheduled report.

8. Optional Enter a description for the scheduled report. This is particularly helpful

if you’ve created several scheduled reports. The description appears on the Scheduling Manager dialog box.

9. Enter a length of time to keep the results of the scheduled report stored on the

server. After that period of time the results are automatically deleted from the server. If you’ve saved the results as a worksheet on your local computer, that worksheet remains intact.

10. Click Finish.

The workbook and its worksheets are now scheduled and run based on the options you selected in the Schedule Workbook dialog box.

6.4.1 Seeing the Results of a Scheduled Report

A scheduled report produces a worksheet or set of worksheets with the results derived from running the report. You can see those results when first starting Discoverer Desktop, or while working in a workbook. ■ To see a report while you’re working with Discoverer Desktop, use the Scheduling Manager as described in the next section. ■ If you run a scheduled report overnight or over the weekend and want to see the results first thing the next morning, use the following procedure. To see the results of a scheduled report when starting Discoverer Desktop:

1.

Start Discoverer Desktop and log on in the normal manner. The window appears for selecting what to open. 2. Click the button, Open an existing workbook.