OTBI Report Mailing/Bursting in Oracle Fusion

In this post, lets discuss the process of mailing or bursting an OTBI report to business users. Much like BI report bursting, this functionality enables you to customize the mail subject, body, output file format and mail recipients.

 

Supported Formats by OTBI - HTML, Plain Text, CSV, Tab Delimited, Excel, PowerPoint, PDF

 

Step 1 - Select a recipient to schedule with and set a mail frequency :

1) Go to the OTBI Report you want to Mail. Navigate to More > Schedule > General.

2) Select a User ID/Name to execute the agent.

3) Set the desired mail frequency (once/daily/weekly/monthly). You can optionally specify an end date.

 

Note - Condition Tab is set by default. The condition in below screenshot checks whether the report is generating any output or not.

 

Step 2 – OTBI Report Selection and Email Customization:

1) Choose "Analysis" from the content tab dropdown and locate your OTBI Analysis.

2) Customize the Mail Subject, Mail Body, and File Format according to your requirements.

3) Prepare a message in case the report does not generate output. Refer the above ss.

 

 

Step 3 - Add Recipients:

1)We can add email addresses, Fusion Users, or application Roles as recipients.

2)Save the changes. An agent like screenshot below will be created.

 

 

Step 4 - Run the OTBI Agent:

Once the agent is created, Click on RUN to activate the mailing process.

Below are the popups typically encountered during agent execution. 

Before process

After Process

A mail similar to the screenshot below will be received by End user.