I have a report which has been scheduled through publication. That publication has dynamic recipient report. And this report need to be refreshed every time before publication go out.
Any idea how can I refresh dynamic report automatically?
Schedule the dynamic recipient report prior to the Publication.
You can create an Event which the successful scheduling of the dynamic recipient report will trigger, and set your publication to await this event (and remember to schedule the publication for a time prior to the dynamic recipient report scheduling so that the publication is waiting for the event to trigger it).
I read chapter 23 on admin user guide. It was interesting to know about this event part.
I still have some doubt though. How can I link the event which I have created and dynamic recipient’s report? I do understand that while scheduling publication I can trigger that event to run. But how can an event know that it has been created for refreshing report data?
It will be very cleared if you can provide me in detail explanation with example. Thanks for all your help…
When you schedule your dynamic recipient report, there is an option under the Events tab for “Events to trigger on completion”. This is where you note the schedule based event you create via the CMC.
Then when you schedule your publication, you enter the same event into the “Events to wait for” option.
So, when you schedule your Dynamic Recipient report, upon completion it triggers your schedule based event. Your publication is awaiting the schedule based event, and runs when it is detected.
Thus, the publication will only run when the Dynamic Recipient report is refreshed (and the schedule based event is triggered).
I got it and I am done with it. I have scheduled my report and publication with event. I will keep you posted if any problem occurs once a publication go out.
There is no need or point to schedule the dynamic recipient report. The Publication refers to the ‘master’ dynamic recipient report, not a scheduled instance.
The Publication automatically refreshes the dynamic recipient report even if it is not set to ‘refresh on open’. However, this does not work if there is a prompt in the dynamic recipient report, and this is giving me a real problem!
The prompt is not optional, and it makes no difference is you have a default value.
Interestingly, I have discovered that you do not need to have a separate report to provide the list of dynamic recipients. You can extract them from the source report itself, as long as they are generated from a separate query.
Unfortunately my joy was short-lived This solution does not seem to work 100% of the time, so I have had to revert to having a separate report to supply the dynamic recipient details.
I use this method for just about every publication and it seems to work fine -or should I say I’ve had no complaints… could it be something to do with the order in which your queries are run? We’re on v4.1 SP6