Setting Up Automated Certify BPP Reports

Certify BPP provides the ability to automatically generate reports when a Certify process execution has completed. When a new result is discovered in the Certify folder that you specified, Certify BPP generates a report for that result. You are able to use the same report multiple times and point to different result folders, as well as point multiple reports to the same result folder.

To automate a report, you will need to select a report template and the Certify result folder.

The Automate screen displays a summary of all of the current automated reports in the system. When you click on an automated report in the left pane, the right Details pane displays a report summary.

To set up an automated report:

  1. From the Certify BPP menu, click Automate.

    The Automate screen appears.

  2. Click Create New Automated Report.

The Create Automated Report screen appears.

  1. In the Automated Report Name field, enter a name for your report.
  2. From the Automated Report Type drop-down list, select default New Results in a Folder Automated Report.
  3. From the Associated Report drop-down list, select a report.

  1. Select or add values from the drop-down lists for the following fields:

    Field

    Description

    Language

    Select the language in which you want the report to be written.

    Data Source

    If you have more than one data source, select the database in which the Certify process result is stored.

    Project Name

    Select the Certify project that contains the process result.

    Results Folder

    Select the folder where the result is being saved in Certify.

    Email Addresses

    If you want to receive a report through email, type an email address into this field.

    If you choose to use multiple email addresses, add a semi-colon between the addresses.

    Archive to Store File

    This option is already selected to the default archive.

    Certify BPP supports multiple archives. If multiple archives are created, select a specific archive from the drop-down list.

    Report Output Format

    Select the file format for the report—PDF, DOC, DOCX, or XPS.
  2. Click Save.

The Automate Summary screen appears with the new automated report added to the list. This report stays in the ready state until a new Certify result is found for this process.

To edit an automated report:

  1. In the Automate screen, click the Edit button next to the report template that you want to edit.

The Create Automated Report screen appears.

  1. Apply any needed edits.
  2. Click Save to save your updates.

 

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