Scheduling Reports and Using Events in BusinessObjects 4.0

  • by Adam Getz, Manager – Business Intelligence, CGI Federal
  • July 23, 2014
BusinessObjects 4.0 includes functionality that allows users to schedule Web Intelligence and Crystal Reports documents, refresh them automatically, and send them to specific destinations. In addition, the events feature controls the execution of reports by waiting until a trigger within the system is fired. Learn how to use all these features to save time, effort, and money when scheduling reports and creating events.
Learning Objectives

Readers of this article will learn:

  • How to use the calendar feature to automate the scheduling of reports
  • How to use the events feature to control and restrict the execution of reports
Key Concept
The scheduling feature in BusinessObjects 4.0 gives end users control over when a Web Intelligence or Crystal Reports document included in the system is executed with a refresh of data. Additionally, scheduling allows the end user to determine the destination and recipients of the updated documents. Events is another feature of BusinessObjects 4.0 that controls the execution of schedules by forcing the schedule to wait for a system trigger to successfully occur.

BusinessObjects 4.0 includes functionality that allows documents and queries to be scheduled and refreshed automatically with specific target destinations. In addition, the events feature controls the execution of reports by waiting until a trigger within the system is fired.

This ability to schedule reports in advance is useful for refreshing reports at off-hours or when system activity is very low. It allows reports to include the necessary data that users require in a timely manner. This functionality is especially useful for long-running reports, users requiring reports at off-hours, or when many reports need to be refreshed at the same time. This functionality is also a helpful timesaver for users because they aren’t required to manually run the reports every time.

Scheduling can be configured so that the reports automatically execute after a file is loaded on the BusinessObjects server. In addition, reports can be executed in a particular order. Both Web Intelligence (also known as WebI or WEBI) and Crystal Reports documents can be automated using this scheduling feature.

Adam Getz

Adam Getz currently serves as a Manager, Business Intelligence for CGI Federal. In this position, he is leading a large business intelligence and data warehousing implementation for a federal client.  He is a thought leader in the field of information technology and an expert in the deployment of leading business intelligence, database management, and data integration products. He has presented at a variety of local, national, and international events, including the 2006 BusinessObjects International Conference, 2007 Oracle BIWA Summit, 2008 Oracle Open World, and 2010 and 2011 ASUG SAP BusinessObjects User Conferences. In addition, Adam is the creator and main author of bi-insider.com, a website, portfolio, and blog that provides rich technical and functional content to business intelligence and data warehousing professionals. He has also published numerous technology white papers that have focused on various topics within business intelligence and data warehousing. Adam currently serves as the chairperson of the Washington DC Business Objects User Group.

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