Save reports and bundles with all of their data at a point in time. This will allow you to confirm in Calxa what a particular report or bundle contained at the time you originally distributed it. You can set up a folder structure in Calxa to organise your published reports.


🔺 User Permissions: Please note that if a Workspace user has View Published Reports enabled, ALL Published reports will be available to them, irrespective of the content. Business Unit Permissions do not restrict access once a report is Published. See Set User Permissions for more details.


In this article we'll look at publishing Reports or Bundles. For details with managing these reports and the published folders see these help articles - View Published Reports and Manage Folders.

Contents


Publish a Bundle

To publish a bundle, go to the Bundles screen and run the bundle.

After the bundle runs and generates, click on the Publish Report button at the top right of bundle window to publish the bundle.

The Publish report dialogue box will open. Enter a name for the bundle into the Name field, then select the Folder you would like to add it into from the drop-down. You can also create a new folder here if preferred. Click Publish.

Publish a Report

To publish a report, from the Builder screen select a report template, set the report criteria, then click the Refresh button to preview the report.

Once the report generated is correct, click on the ellipsis to the right of the Refresh button.

Select Publish Report from the drop-down.

The Publish report dialogue box will open. Enter a name for the report into the Name field, then select the Folder you would like to add it into from the drop-down. You can also create a new folder here if preferred. Click Publish.

You will be taken to the Published tab, the report can be viewed or downloaded as required with the information as at publication date / time.

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