Publishing Reports

Note:

The functionality described in this topic requires the following feature and role permission. For more information about the features enabled for your SuiteProjects Pro account or about your role permissions, contact your account administrator.

Feature: Business Intelligence Connector
Role permission: Publish reports

The Business Intelligence (BI) Connector feature lets you publish reports and make the report data available for import into any BI tools supporting OData V4 or REST API calls, for import into NetSuite using SuiteProjects Pro NetSuite Connector, or for use within your form and scheduled scripts in SuiteProjects Pro. You can specify a scope of use for the reports your publish. See Published Report Scope of Use.

You can publish reports and manage your published reports from within the Reports application in SuiteProjects Pro by going to Reports > Saved reports. From there, you can:

Publish reports — See Publishing Your Reports Manually.
Configure SuiteProjects Pro to publish reports and refresh published report data automatically according to a schedule — See Configuring SuiteProjects Pro to Publish Reports Automatically and Refresh Published Reports Periodically.
Share your published reports with other employees in your company — See Sharing Published Reports With Other Employees in Your Company.
Publish reports others have shared with you and published with recipient’s permission — See Publishing Reports Others Have Shared with You.
View the publication status and the resource name for your reports — See Verifying the Publication Status of your Reports.
Remove a report from your published reports — See Deleting Published Reports from the BI Connector.

Tip:

To see all the information you need straight from the Saved reports list, add the following columns to your list: OData resource name, Publish status, Last published and Shared status. You can save this list layout for later use.

Published Report Scope of Use

When publishing a report manually or configuring SuiteProjects Pro to publish or refresh a report automatically according to a schedule, you can choose a scope of use. The following options are available.

Business Intelligence Connector – The published report data is available to be consumed by any business intelligence (BI) tools or other applications connecting to your OData feed or connecting to your published report data using the /published-reports/ REST API endpoint. The published report data is also available from your form and scheduled scripts in SuiteProjects Pro. See Connecting BI Tools to Your OData Feed and Consuming SuiteProjects Pro OData Resource Data in Your Applications
NetSuite Connector — The published report data is available for export to NetSuite using a custom export workflow. The published report data is also available from your form and scheduled scripts in SuiteProjects Pro but it is not available from the OData service or the /published-reports/ REST API endpoint. See Exporting SuiteProjects Pro Published Report Data to NetSuite.
Important:
The following guidelines apply when publishing a report for export to NetSuite using SuiteProjects Pro NetSuite Connector:
- The owner of the report must be the same account administrator as the dedicated Integration user selected on the SuiteProjects Pro NetSuite Connector Credentials tab.
- The published report cannot be shared with others. Use the default Do not share permission setting. If you select a different permission setting, it will be reset automatically to Do not share when publishing the report.
- The published report scope of use (Publish type) cannot be changed if the report was previously published for use with SuiteProjects Pro NetSuite Connector and a custom integration workflow to export the published report data exists.
User Scripting — The published report data is available only from your form and scheduled scripts in SuiteProjects Pro. See Reading Published Resource Data in Form and Scheduled Scripts in SuiteProjects Pro.

Published Report Scope of Use

Related Topics