Editing a publishing job
Only the user who created the publishing job can perform this action.
- Click Publishing.
- Click the publishing job you want to edit.
- Click the Context menu (three dots).
- Select Edit.
You can edit the following:
- Name: Enter a name for the publishing job.
- Description (optional): Enter a description for the publishing job.
- To change or add reports:
- Click Browse templates.
- Select the reports you want to include in the publishing job. You can select multiple reports.
- Click Select.
By default, Security Context is set to Recipient. This ensures that recipients only see data they are authorized to access. If you change this to Me, the recipient will see all data that you have access to.
- Change parameters:
- Under Parameters, select the parameters you want for the reports. The options depend on the parameters required to run the reports.
If you have more than five reports, they will be displayed on multiple pages.
- Change recipients:
- Under Recipients, select recipients from the Users or Roles list.
You can only send reports to users who have access to the Publishing module.
- Click the Destination tab. Select whether the recipient should receive the reports by email, in their Archive module, or both.
When you have finished making changes, click Save or Save and Run.
If you have trouble adding older reports to a publishing job, it may be because they are not compatible with OneStop Reporting 5.0.1. Although these reports may run correctly in Reporting, they must be updated for publishing. To resolve this, open the report in Report Designer, then save and publish it again in Reporting. If there is a version issue, a warning icon appears in the template list.