Oracle Fusion HCM OTBI - Chapter 13: Scheduling and Bursting OTBI Reports
📖 Content
What is Report Scheduling and Bursting in OTBI?
In OTBI, you can schedule reports to run automatically at specific intervals (e.g., daily, weekly), and burst reports to multiple recipients based on data in the report. This allows for automated, tailored reporting for different users.
🕒 Scheduling OTBI Reports
Scheduling ensures that reports are generated automatically without requiring manual intervention. You can schedule reports to run at a specific time (e.g., every day at 8 AM) and have the results sent to specific recipients.
✅ Steps to Schedule an OTBI Report:
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Create the Report: Start by creating the OTBI report you want to schedule.
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Click on the Report Action Menu: In the report’s action menu, select Schedule.
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Set the Schedule Parameters:
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Select the start date and frequency (e.g., daily, weekly, monthly).
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Choose the time zone and specific time for report generation.
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Define the Recipients: Add email addresses or use existing user lists from the system.
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Select Format: Choose the format for the report output (e.g., PDF, Excel, HTML).
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Save and Enable the Schedule: Confirm the schedule settings and save.
Example: A report showing monthly payroll can be scheduled to run at the end of each month and sent to the payroll team in Excel format.
💥 Bursting OTBI Reports
Bursty Reporting is a feature that automatically sends parts of a report to different recipients based on certain criteria (e.g., department or manager). This allows tailored reports to be sent to various stakeholders without manual intervention.
✅ Steps to Bursting Reports:
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Create the Report with Burstable Columns:
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The report should have a column that will determine how the report is divided (e.g., Department Name, Location, Employee Manager).
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Select the Bursting Option:
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After creating your report, go to the Schedule option and choose Bursting.
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Define the burst column (e.g., Department).
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Define Recipients:
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Map each burst group (e.g., different departments) to a specific recipient or user group.
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Set Up Email Options:
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Choose email formatting (PDF, Excel, etc.).
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Customize the subject line or message if needed.
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Test and Save: Ensure the bursting works as expected by running a test before going live.
Example: A headcount report that bursts by department and sends separate reports to each department manager.
🧠 Real-Time Scenario Example:
You need to send a weekly attendance report to each department head that only shows data for their department. You decide to use bursting to automate this process.
Create Report: A report showing employee attendance.
Bursting Column: Use the Department Name column to burst the report.
Recipients: Map each department to the appropriate department head.
Schedule: Set the report to run every Monday at 7 AM.
⚙️ Common Scheduling Options
| Option | Description |
|---|---|
| Frequency | How often the report runs (e.g., daily, weekly, monthly) |
| Start Date | When the report generation should begin |
| End Date | Optional: When the report generation should stop |
| Time Zone | The time zone to consider for the scheduled report |
| Format | Select PDF, Excel, or HTML for the output |
| Recipient | Who will receive the report (email or system user) |
💡 Best Practices for Scheduling and Bursting OTBI Reports
| Tip | Why It Matters |
|---|---|
| Test the schedule with small data | Ensure it works before sending large reports |
| Keep recipients’ contact lists up-to-date | Avoid sending reports to the wrong people |
| Set alerts for failures | Monitor scheduled reports to ensure they run successfully |
| Use burstable columns wisely | Ensure your report can be effectively split into meaningful sections |
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