Report bursting in Active Intelligence allows a single report to be split into multiple personalized reports distributed to various users based on specific criteria. Here’s a streamlined overview of the process:
Create a Master Report: Start by generating a master report containing all relevant data for different users or groups.
Define Bursting Criteria: Set the criteria for splitting the report, such as by user, department, or region, to ensure each recipient receives only the pertinent data.
Set Output Formats: Choose the output format for each burst report, such as PDF, Excel, or HTML.
Configure Distribution: Assign recipients based on the criteria, enabling delivery via email, shared folders, or both.
Schedule the Report Burst: Determine the schedule for running the report bursting process (immediate, once, or recurring).
Automatic Distribution: After processing, the system automatically sends personalized reports to recipients, ensuring secure distribution.
Security and Permissions: The process applies necessary restrictions, ensuring users access only the data they are authorized to view.
For more information, visit the Introduction to Report Bursting in Active Intelligence
If you have further inquiries, feel free to email us at support@aivhub.com.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article