Introduction

In a traditional ERP system End Users had to rely on the Development Team whenever they had a requirement for a new report. The entire process used to take a lot of time as it involves preparation of multiple documents like Business Requirement Document, Functional Design Document, Technical Design Document, Test Document, Configuration and Installation Document to name a few. In Oracle Fusion Cloud Application however OTBI does provides a way where in end user (one with practically minimal or even at times nil technical knowledge) may create simple reports (remember the good old Discoverer Desktop days). However, mere creating a report does not necessarily suffice at times as users would love to have the data delivered to their mailbox at a specific frequency.

OTBI does has such feature and in this article we would try to demonstrate the same.

The activities required in this demonstration may be broadly classified into two broad categories namely:

1. Creating a Simple OTBI Analysis

2. Scheduling the OTBI Analysis (Email Delivery in Excel Format)

So let us start now.

Creating a Simple OTBI Analysis

While we could have spent time and efforts on creating a OTBI Analysis focus currently is on the second part and hence we would use a pre-existing OTBI Analysis for this purpose.

The analysis we are using is ‘PersonBasicDetailAnalysis’ and consists of very simple fields like Person Number, City, Country and Full Name from ‘Workforce Management – Person Real Time’

When we move to the Next Tab (‘Results’) we could see the data too

So we have verified that the OTBI Analysis exists and is working fine. Now we may move to the next step

Scheduling the OTBI Analysis (Email Delivery in Excel Format)

In order to create a schedule, we would need to navigate to ‘Catalog’ and then after selecting the analysis choose the ‘Schedule’ option

Once we click on ‘Schedule’ a new page would open up and we need to fill in the ‘General’ tab ( all the values are defaulted and we need not to change any of those for this specific example)

Next, we should populate details in the ‘Schedule’ tab

Note that we have set the frequency of Re-running the agent every 1 min and have also provided a start and end date. One may change the frequency as per specific business needs.

Moving on to the next tab ‘Condition', where we have a default condition wherein the results will be delivered only if the analysis returns some rows.

The next tab is about ‘Delivery Content’ and we need to populate the following details:

Next moving to the Recipients tab (here we can specific users, application roles, explicit email-id where we want to deliver the results)

Now we need to move to the ‘Destination’ tab and select ‘Email’ as delivery option

Moving on to the ‘Actions’ tab (we do not need to perform any specific action so the tab would be left blank)

Next we need to save and run the Agent.

Verifying the Results

Once we open the specific mailbox (the email address we mentioned) we should be able to see multiple emails all with the same subject line, message body as well as attachment as mentioned.

Opening up any specific email we could see the same

And the Output too is as expected (snapshot below)

I guess all well and time to end this article.

Thanks for your time, have a Nice Day!

Ashish Harbhajanka

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