• 13 August 2024

Ensuring Efficient Email Delivery for Oracle HCM BI and OTBI Reports

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Many Oracle HCM customers rely on email delivery for their custom or pre-built BI and OTBI reports. However, a common challenge arises when reports are scheduled to be sent regardless of whether they contain relevant data. This can lead to the inconvenience of end users receiving empty attachments, cluttering their inboxes and reducing the efficiency of report distribution.

To address this issue, Oracle HCM offers robust features that allow users to conditionally schedule report deliveries, ensuring that reports are only sent if they meet specific criteria. By leveraging Event Triggers in BI and Rowcount in OTBI, you can effectively block the delivery of empty reports, enhancing the overall user experience. In this blog, we will explore how to implement these features and highlight how DataTerrain's expertise can assist you in optimizing your Oracle HCM report delivery process.

Optimize Oracle HCM report delivery using Event Triggers and Rowcount to avoid empty report emails.

Utilizing Event Triggers in BI Reports:

Oracle BI Publisher provides a powerful mechanism called Event Triggers, which can be used to control the scheduling of reports based on specific criteria. Here’s how you can set it up:

Create an Event Trigger:

In your BI report’s data model, create an Event Trigger of the “Schedule” type. Define the criteria that determine the row count of the report. This criteria will act as a filter to check if the report contains any data before it is scheduled for delivery.

Specify the Criteria:

The Event Trigger will evaluate whether the specified criteria return any rows. If no rows are returned, the report will not be scheduled. This prevents the system from sending an email with an empty report, ensuring that end users only receive meaningful data.

Implementing Rowcount in OTBI Reports

Oracle Transactional Business Intelligence (OTBI) offers a conditional scheduling feature that allows you to specify conditions under which a report should be delivered. Follow these steps to set up conditional scheduling in OTBI:

Access Report Properties:

Open the properties of the OTBI report you want to schedule.

Navigate to the ‘More’ section and select the ‘Condition’ tab.

Set the Condition:

Define a condition based on the row count. For example, you can specify that the report should only be scheduled if the row count is not zero.

This ensures that the report is only emailed to end users when it contains relevant data, avoiding the issue of sending empty reports.

Benefits of Conditional Report Delivery:

By implementing these features in your Oracle HCM environment, you can achieve several benefits:

  • Improved User Experience: End users receive only relevant reports, reducing email clutter and enhancing the value of the reports they receive.
  • Efficient Resource Utilization: By avoiding the generation and delivery of empty reports, you can optimize system resources and reduce unnecessary load on your email servers.
  • Accurate Data Distribution: Conditional scheduling ensures that only meaningful data is disseminated, supporting better decision-making and operational efficiency.
How DataTerrain Can Assist:

With years of experience and a team of reliable experts, DataTerrain is well-equipped to help you optimize your Oracle HCM report delivery process. We have successfully served over 270+ customers worldwide and in the USA, offering flexible working hours and no long-term binding contracts. Our services include:

  • Custom Report Development: Tailor-made BI and OTBI reports that meet your specific business needs.
  • Conditional Scheduling Implementation: Setting up Event Triggers and conditional scheduling to ensure efficient report delivery.
  • Ongoing Support and Maintenance: Continuous support to keep your reporting environment running smoothly.
Conclusion

Efficient and accurate report delivery is essential for maximizing the value of your Oracle HCM investment. By leveraging Event Triggers in BI and Rowcount in OTBI, you can ensure that end users only receive relevant reports, improving their experience and streamlining your reporting processes. DataTerrain's expertise can help you implement these solutions seamlessly, providing you with the support you need to succeed.

For more information on how DataTerrain can assist with your Oracle HCM reporting needs, contact us today and discover how we can help you achieve your business goals.