Linking Instructions
to Reports
Once the distribution instructions have been set up, the instructions
need to be linked to the report, and the worksheets which the instructions
must apply to, need to be selected.
To apply the instructions, do the following:
- Select the BI Tools
Tab.
- Select Select Instructions.
- On the left you will see all the instructions
you have previously set up. On the right is all the worksheets
available in the current Excel report you have run out from
the Sage Intelligence ReportingReport Manager.
- Select the Instruction from the left that
you would like to apply, and select the right arrow button.
- Select the boxes next to the worksheets
you would like to include in your distribution instruction.
- If you would like to include an additional
instruction, repeat from step 4.
- If you would like any selected distribution
instruction(s) to be executed when a report is automatically scheduled
via a scheduler command, please view Scheduling
a Report and Automated Distribution.
- Select OK.
- If you would like the distribution instruction
to be permanently saved to the report, you will need to save
the report layout.