/onestopreporting/reporting/publisher section Publish and schedule reports to users via email or Archive 2026-05-08T12:27:49+02:00 # Publishing reports Publish and schedule reports to users via email or Archive In the **Publishing** module, you can publish reports and report packages to users or a group of users belonging to a role in the system. Choose whether the recipient receives reports via email or in the Archive module You can choose to run and distribute reports at a predefined time, or you can start the execution manually as needed. In a publishing job, you can add multiple reports, set parameters, and send them to email recipients or to their **Archive** module in the portal. **Publishing** generates a log for all executions, so you can keep track of the report runs. You can also edit existing publishing jobs, for example, by adding or deleting reports and recipients. With the **Scheduling** function, you can configure schedules for publishing jobs to send reports at predefined intervals. /onestopreporting/reporting/publisher/new page Create job, select reports, set parameters, and schedule automatic distribution. 2026-05-08T12:27:49+02:00 # Create a new publishing job Create job, select reports, set parameters, and schedule automatic distribution. 1. Click **Publisher**. 2. Click the button with three dots **...** 3. Click **New** 4. Fill in these fields: **- Name**: Enter a name for your publishing job. **- Description** (optional): Enter a description for your publishing job. **- Company**: Select a company from the list (if you have access to more than one). 5. Select the reports you want to include in the publishing job from the list. You can select multiple reports. **NOTE:** You can also use the **Browse templates** button. 6. Click **Select**. **NOTE:** The **Security context** is by default set to **Recipient**. This is to ensure that the receiver of the reports only sees the data he or she is authorized to see. If you change this to **Me**, the recipient of the reports will see all the data you have access to. 7. Under **Parameters**, select the parameters you want for the reports. The options you see here will depend on what parameters you are required to set to run the reports. **NOTE:** If you have more than five reports, there will be multiple pages. 8. Under **Recipients**, select recipients from the list of **Users** or **Roles**. **NOTE:** You can only send reports to users who have access to the Publisher module. 9. Click the **Destination** tab. Here you can choose whether the recipient(s) should receive the reports as email or be sent to their **Archive** module, or both. To send the reports as PDFs, select () the **Send reports as PDF** checkbox. **NOTE:** To get proper PDF formatting, check that the print area is set correctly in the report template. 10. Click **Save** or **Save and Run**. > [!TIP] > Some users might experience problems with adding old reports to a publishing job. > Although these would run fine in **Reporting**, they cannot be run in a publisher job, because this requires reports to be compatible with newer versions of OneStop Reporting. To remedy this, you must open the report in Report Designer, save it, and re-publish the report in **Reporting**. If there are any issues with the definition version, you will see a warning icon in your template list. ## Schedule a publishing job Under **Scheduling**, you can automatically set up your publishing job to be run at a specific time interval. 1. Click **Publisher**. 2. Under **Scheduling**, activate the **Scheduling** switch. 3. Select if you want the job to be run on a **Daily, Weekly,** or **Monthly** interval. 4. In the **Start at** fields, select the start date and time. 5. Under **Recur every**, set how often you want the job to recur. /onestopreporting/reporting/publisher/delete-an-existing-publishing-job page Remove scheduled jobs using the delete option in the job menu. 2026-05-08T12:27:49+02:00 # Delete an existing publishing job Remove scheduled jobs using the delete option in the job menu. 1. Click **Publisher**. 2. Click the publishing job you want to delete. 3. Click the button with three dots **...** 4. Click **Delete**. /onestopreporting/reporting/publisher/view-log-of-a-publishing-job page Select the publishing job, click the menu, and select View log. 2026-05-08T12:27:49+02:00 # View log of a publishing job Select the publishing job, click the menu, and select View log. 1. Click **Publisher**. 2. Click the publishing job for which you want to view the log 3. Click the button with three dots **...** 4. Click **View log**. 5. In the **Show log** dialog box, click  **Show details** to see more details about the job. > [!TIP] > If a publishing job fails, the creator of the job will receive a message from the system. > You must have your Notificationsettings active for the Publisher to be able to receive such messages. /onestopreporting/reporting/publisher/edit page 2026-05-08T12:27:49+02:00 # Editing a publishing job > [!NOTE] > Only the user who created the publishing job can perform this action. 1. Click **Publishing**. 2. Click the publishing job you want to edit. 3. Click the **Context menu** (three dots). 4. 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**. > [!NOTE] > 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. > [!NOTE] > 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. > [!NOTE] > 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**. > [!NOTE] > 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.