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Mod 12 sharing_documents[1]

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Sharing Documents

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Mod 12 sharing_documents[1]

  1. 1. Sharing Documents Module 12 Modified, with permission, from Business Objects S.A. - Introduction to Reporting 1
  2. 2. Sharing Documents BOA Databases Modified, with permission, from Business Objects S.A. - Introduction to Reporting 2
  3. 3. Ways to Share Documents / Reports • Send to users • Publishing in the Repository • Export as .txt / .xls • Convert to HTML / txt • Save as a .PDF file Modified, with permission, from Business Objects S.A. - Introduction to Reporting 3
  4. 4. When you send documents:  They go to named users and do not remain on the repository once all the recipients have retrieved them.  This is ideal for communicating information to individuals rather than to groups of users. Modified, with permission, from Business Objects S.A. - Introduction to Reporting 4
  5. 5. Sending a Document Group User Modified, with permission, from Business Objects S.A. - Introduction to Reporting 5
  6. 6. Sending a Document (cont.) Adding the Document Report-Three.rep Modified, with permission, from Business Objects S.A. - Introduction to Reporting 6
  7. 7. Published Documents    Remain on the repository until the BOA supervisor removes them. Ideal for communicating information within a Region. Good for running common reports. Just need to refresh data. Modified, with permission, from Business Objects S.A. - Introduction to Reporting 7
  8. 8. Publishing a Document Modified, with permission, from Business Objects S.A. - Introduction to Reporting 8
  9. 9. Retrieving Documents  You can retrieve documents that have been:  Sent to you  Published in Region’s repository Modified, with permission, from Business Objects S.A. - Introduction to Reporting 9
  10. 10. Retrieving Documents Sent to You Modified, with permission, from Business Objects S.A. - Introduction to Reporting 10
  11. 11. Retrieving Published Documents Modified, with permission, from Business Objects S.A. - Introduction to Reporting 11
  12. 12. Exporting data from BOA • You can share the data OR use it in other applications. • Just save the result of a data provider in a format recognized by selected application. Modified, with permission, from Business Objects S.A. - Introduction to Reporting 12
  13. 13. Exporting data from BOA • Export saves the raw data to a file. • User defined variables are not exported. • Save As - saves the data with formatting applied. Modified, with permission, from Business Objects S.A. - Introduction to Reporting 13
  14. 14. BOA data can be exported as: Text • You can import the text file to many different applications. Spreadsheet • When you view this exported data, each value appears in a separate cell. Modified, with permission, from Business Objects S.A. - Introduction to Reporting 14
  15. 15. Export data to Excel Keep in mind that the default location is on a Citrix server. You should change the save location to an appropriate drive. Otherwise you may not find the file. Modified, with permission, from Business Objects S.A. - Introduction to Reporting 15
  16. 16. Exporting Data Exportdata toto Excel Export data dBASE Text Export data Modified, with permission, from Business Objects S.A. - Introduction to Reporting 16
  17. 17. SaveAs • Save as text • File…SaveAs…choose “Text” • Then from Excel, open the text file Modified, with permission, from Business Objects S.A. - Introduction to Reporting 17
  18. 18. Sending Reports to non-BOA Users • Save your report in HTML format. Allows recipients to view them using their web browser. • You don’t have to send the entire BOA Document. You choose just the reports that are appropriate. Modified, with permission, from Business Objects S.A. - Introduction to Reporting 18
  19. 19. Sending Reports via HTML Select and open your document in the UserDocs folder Click File, Save As HTML Modified, with permission, from Business Objects S.A. - Introduction to Reporting 19
  20. 20. Sending Reports via HTML (cont) Click the Select Reports option Make sure the All in one page button is selected Modified, with permission, from Business Objects S.A. - Introduction to Reporting 20
  21. 21. Viewing the HTML File Use Explorer to find the HTML file in your UserDocs folder. To close, click File, Close in your browser. Modified, with permission, from Business Objects S.A. - Introduction to Reporting 21
  22. 22. Save As .PDF • Under File, Save As, select .pdf file. • Users can view report using Adobe Acrobat. • File will launch application when selected. Modified, with permission, from Business Objects S.A. - Introduction to Reporting 22

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