Using tracking on scheduled reports

scheduling XI Scheduler
1

Hi,

I have a report I run each week, and it is important for me to see the changes from one week to the next.

Is is possible to schedule the report (either as an e-mail or inbox report), but with the report tracking the changes in this way? I guess I would need to either save the report on refresh to retain the tracking, or each run of the scheduler would have to reschedule the resulting report.

Any ideas?

Thanks,
David

dra4 (BOB member since 2006-01-20)

2

What version of BOXI are you using?

In webi XI3 you have the ability to track changes.

ifanpaxton :uk: (BOB member since 2006-03-17)

3

Hi, we are using XI3.1 and are upgrading to SP3 at the end of the month.

Tracking works fine, but the issue is tracking changes in a scheduled report.

Thanks,
David

dra4 (BOB member since 2006-01-20)

4

Hi

Unless I have mis-understood your requirement all you need to do when you turn on Track Changes is select

[i]"Auto-update the reference data with each data refresh

The current data becomes the reference data after each data refresh. The report always shows the difference between the most recent data and the data before the last refresh."[/i]

Cheers
Ifan

ifanpaxton :uk: (BOB member since 2006-03-17)

5

Hi,

I have that turned on. The issue is that it doesn’t save the reference data when the report is run via the scheduler, so when I get the report e-mail to me, the track is always with reference to the last time the report was run.

Any ideas??

Thanks,

David

dra4 (BOB member since 2006-01-20)

6

Hi

Sorry still don’t quite understand exactly what you are trying to do, your only other option for track data changes is;

[i]"Use the current data as reference data

The current data becomes the fixed reference data and remains the reference data after further data refreshes. The report always shows the difference between the most recent data and this fixed reference data."[/i]

Cheers
Ifan

ifanpaxton :uk: (BOB member since 2006-03-17)

7

Hi,

Perhaps if I give a few more details:

I have a report that lists all the calls in a helpdesk system. This report only lists the currently open support calls and their status.

I currently use this report weekly to talk to our support guys about new support calls that are proving problematic, older calls that are still hanging around, etc.

What I’m trying to achieve is a scheuled report that uses tracking to indicate where helpcall statuses have changed, helpcalls have disappeared (i.e., been resolved) and calls that are new.

I’ve turned tracking on as you describe, and then scheduled the report to e-mail me as a PDF, but each copy I get sent shows the changes from the last time I saved the report instead of the changes from the last time the scheduler ran the report.

So basically, when the scheduler runs the report, it isn’t updating the reference data.

Thanks,

David

dra4 (BOB member since 2006-01-20)

8

Ok makes sense now thanks David.

I beleive that Track Data Changes only works as you require with Webi Docs. So you couldn’t output as PDF to email, but you could send to BOE inbox as a Webi doc.

Kind Regards
Ifan

ifanpaxton :uk: (BOB member since 2006-03-17)

9

I think my question is similar. I have a set of reports in a publication. One of them has data tracking activated.

Since the publication does not produce an instance of the reports, what would the method be to track changes from one run to the next?

It seems that I would have to schedule the reports first, and then schedule the publication later to pick up those instances rather than just getting it all in the publication.

Is that the only way?

popsdrown (BOB member since 2007-04-27)

10

I have a similar problem. Is there any solution for this yet? Or a workaround? I am having the report emailed as an Excel file.

Haderak (BOB member since 2010-09-30)

11

enable “refresh when opening” for the report. That seems to work for me on a test report. Of course, I wonder if it causes the report to refresh twice when the schedule runs…

Update on 7/13/11: after further testing, I don’t think that really worked. Sorry for the false alarm.

Also, per SAP note 1544368:

:reallymad:

italo.sessegolo (BOB member since 2011-06-14)

12

There needs to be a method to replace the stored copy of the report with the report after it runs in the schedule in order to use it as the source for comparison the next time the scheduled report runs.
However, I don’t find a method in scheduling to do that.

darwin (BOB member since 2008-06-26)

13

Does anyone know if there is a solution to this yet?

Thanks

S

deutscs (BOB member since 2008-09-08)

14

Hello,

I am also interested in that issue !
We are running XI R3 (SP7) and it seems that the option is still not available.

Does anyone have some additional news on that matter ?

Thank you !

Markdaul (BOB member since 2013-02-27)

15

How about after the scheduled report runs, it triggers another schedule (via a custom event) which just outputs to WEBI with no destination?

This won’t work if you’re using the lastinstance parameter in an opendocument link as it will reference the second schedule; but if you’re emailing the report in Excel or PDF format, it might do the trick?

HTH

NMG

mcnelson :uk: (BOB member since 2008-10-09)

16

Does this feature still missing in latest version :?: :twisted:

summoner :hong_kong: (BOB member since 2008-12-18)