SIS Job Aid #1025

Reporting Tools: Generating a Report by Adding a New Run Control ID for Your BI Publisher Report

BI Publisher reports, using Query Report Scheduler, require the use of a Run Control, which is a slightly different process than using PS Query. The Run Control configuration is an essential step in generating a report, as a run control can be used time and again—with minor changes, if necessary—to generate a BI Publisher report. The following steps demonstrate how to set up a Run Control for the purpose of producing a BI Publisher report

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1. In Campus Solutions, navigate to Reporting Tools > BI Publisher > Query Report Scheduler.

The first time you run a BI Publisher report using Query Report Scheduler, you will use the Add a New Value page to create a new run control. Once a Run Control has been saved, it will be available for use time and time again and can be run as is or reconfigured. Run controls are specific to the user.

2. In the Query Report Scheduler window, click the Add a New Value tab.

3. Click in the Run Control ID text box, and type a new run control, such as we have done in the example to the right.

Then click Add

NOTE: Run Control names should not contain spaces, and when emulating the desired report name should not contain special characters.

4. In the Query Report

Scheduler window, click in the Report Name text box, and then click the Lookup list magnifying glass.

NOTE: In the Report Name text box, you could also type the first few characters of the report name, and then select the report from the pop-up list that appears.

5. From the Search Results, select the required report.

Observe that the Search Results page to the right is displaying the first 30 of 93 records, so you may have to click the Show More Rows button to view the part of the Search Results list showing the desired report.

To the right we see that we are viewing 61–90 of 93 reports.

6. In the Search Results parameters window, type the term in the Term field, or click the Lookup icon, and select the term from the Lookup list.

NOTE: In this instance, Term and Institution are the only required fields.

7. Click the OK button.

8. If necessary, change the parameters by clicking the Update Parameters link. (When done, click the OK button to return to Query Report Scheduler).

9. Click the Run button

10. After accepting the default configurations for Type and Format, or changing them, click the OK button.

11.  Within the Query Report Scheduler window, click Save.

12. Click the Process Monitor link.

13. Run Status should equal Success, Distribution Status should equal Posted, and Details should equal Details. If not, click Refresh before continuing.

14. Click the Main Menu link.

15. Navigate to: Reporting Tools > Report Manager.

16. Click the Administration tab.

17. Click the PDF of the report, shown in the Report List. (It should be the top report displayed.)

18. Once you select the PDF, that PDF file will appear in a new browser tab or window.

Using the Acrobat command bar, you can save or print your report.

19.  When done, close the report’s browser tab to exit the report.

20. In the Navigation Bar that runs across the top of the window, click the Home button to return to Campus Solutions’ home page, or click Sign out to exit Campus Solutions.