Publish A Report – Reports Now

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To publish a report, start by clicking on My Reports…

If the report does not yet adhere to the Reports Naming Convention (see Reports Now – Publishing

Procedure), right click and rename the report – then double click the report to open it…

Publish A Report – Reports Now

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With the report open, there are two ways to initiate publishing the report…

One is to go to File and select ‘Publish As Report’

Publish A Report – Reports Now

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The other is to click on Design and then select Publish from the dropdown

Either one will bring up the Publish My Report window.

Please note – Company/BU reports will be published only to users in your Company/BU and to user

ids only (not to roles/groups)

Click on the visual assist button in the User ID field to find the desired user id(s)

Publish A Report – Reports Now

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The window above is display. As seen below, a partial user id can be entered followed by *

Be sure to hit Find rather than Enter (otherwise the first id on the list meeting the criteria will be

selected and brought back to the prior window without the opportunity to select an id other than the

first one).

Publish A Report – Reports Now

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From the list, choose the user id desired and hit Select

That user id will be brought back to the User ID field – tab out of the field and the Alpha Name will

appear – validate that the correct user selection has been made.

On the right side of the screen, by default ‘Allow user to change data selection’ is checked and ‘Allow

user to hide and show columns’ is unchecked. These can be modified if these selections are not

appropriate for this report (or this user).

Publish A Report – Reports Now

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Select additional users as required…

Publish A Report – Reports Now

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Once the list is complete – click Publish (on the toolbar)

A confirmation that the report is published will pop up – click OK

The report is now published to the selected users.

At this point, if this is a ‘final’ report (the QA cycle with the requestor has completed), notify the

system administrator to move the report out of the Unassigned folder to the folder for your

Company/BU.

See Appendix B for current folder structure

Publish A Report – Reports Now

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Appendix A – from the Reports Now DAS User Guide

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Appendix B – Current Folder Structure

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