Report Binder process

The Report Binder process converts a report binder to any of several file formats and sends the result as an email attachment to all the users on the report binder's distribution list.

 Note:   To receive report binders, a user needs to be assigned, at minimum, the Report Binder Viewer function (at the Reporting license level in Security Manager).

Report binder files larger than 10 MB are automatically compressed (using the .zip standard) before sending. Report binders smaller than 10 MB are sent uncompressed.

 Caution:  The maximum size for email attachments is 10 MB. If the size limit is exceeded the users will not receive the file.

 Note:  The file types contained in a report binder affect the format that it can be converted to.

Parameters

This process has the following parameters:

  • Description: Optional. Up to 250 characters.

  • Report binder file: Select the report binder that you want to convert.

  • File type: Select the file format for the conversion: Excel workbook, PDF, PowerPoint presentation, or Word document.

  • Destination: In the web client the converted document can only be distributed as an attachment.

  • Target File Options If you chose PowerPoint presentation as the file type, you have the following options:

    • Create a PowerPoint file based on a blank presentation with: From the drop-down, select an orientation option (Automatic orientation means that the orientation used in the first template in the report binder will be used throughout the PowerPoint file).

    • Create a PowerPoint file based on the source file: Browse to select a PowerPoint file that you want to insert the slides into; from the drop-down, select whether the slides should be added at the end of the existing slides, or before a specific existing slide.

       Note:  For the source file, you can only select a PowerPoint file that is in your FP&A file system. To import an external file, use Document Explorer.