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Forums Performance Management Lawson Business Intelligence/Reporting/Crystal

LBI Report Delivery Options

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thummel1
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Posts: 121
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9/9/2014 4:05 PM
Hi, I have a few reports that open directly in Excel (Data Only) or PDF in LBI. The process to distribute these is to sava e copy, then they can be emailed as desired. My question is: Can the reports be set up not only to open directly in the chosen application (PDF, Excel, etc) but to also email them directly without having to save a copy first? Wondering if there's just an option that needs to be selected in LBI?
Dave Curtis
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Posts: 136
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9/10/2014 3:32 PM
Yes, you can set up a schedule and have the report run and be delivered from LBI . You would first need to add a delivery device for the person/email that you want it to go to. Then you create the schedule and add the user/delivery device to the report user setup in the schedule and have the schedule deliver via email to all users set within the report or schedule.

If you have access to (or can work with someone that has access to) the LBI Admin tools, you will need to add delivery devices under the reporting services delivery. To add a device that is not attached to your own user id, you will need to import the devices using the import devices function.

After you add the delivery devices, you can add the delivery device like any other user.