CHRS Knowledge Base

Run the BI Publisher report CSUEPMGREML

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Overview

This job aid shows campus administrators how to run the BI Publisher report CSUEPMGREML.

Background

This report sends emails to managers with the list of employees who have not completed the annual evaluation.

Run CSUEPMGREML

Step 1: Open the Navbar button.

Navbar button

Step 2: Navigate to Reporting Tools - BI Publisher - BIP Query Report Scheduler

Step 3: Enter your run control ID. If you do not have one, click Add a New Value to create one.

Run control ID search

Step 4: Enter the Report Definition information:

  1. Data Source type: Query
  2. Report Name: CSUEPMGREML
  3. Template ID:
  4. Select Template As Of Date
Report Definition fields

Step 5: Click Run.

Run button

Step 6: On Process Scheduler Request:

  1. Select Type: Email.
  2. Select Format: PDF.
  3. Click Distribution.
Process Scheduler Request

Step 7: On the Email Only Distribution page, enter the following information:

  • Email Subject
  • Message Text
Distribution settings

Step 8: Click OK.

OK

Step 9: On Process Scheduler Request, click OK.

Process Scheduler Request - OK button
  • The process sends an email to the managers who have late documents. The email has the late documents report attached.

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