BI Inbox

Sends the object to a user's BI Inbox.

Note:You must know the Personnel ID of the recipient to use this destination.

The following table describes the BI Inbox options.

BI Inbox options

Option

Description

Keep an instance in the history

Saves a copy of this instance in the document's history. This option in enabled by default.

If you want the BI platform to automatically delete the instance from the Output FRS to minimize the number of instances on the server, clear the option.

Even when this option is cleared, the history keeps the instances of scheduled documents that weren't sent because they failed to meet a delivery rule.

Use default settings

The report runs as scheduled but is not sent to any recipients.

If you want to select the recipients, leave this option unselected and specify the intended recipients using the options in Available Recipients (see below).

Recipients

In the Available Recipients section, select users or user groups to send the instance to. You can manually find the recipients or search recipients by using the search function.

To search the recipients, use the Personnel ID.

Target Name

To use a system-generated file name for the instance, select Use Automatically Generated Name.

To choose a file name for the instance, select Use Specific Name, and enter a name or select variables for the file name from the Add placeholder list. You can select from several types of variables: Title, ID, Owner, DateTime, (your) Email Address, and (your) User Full Name, and File Extension.

Send As

To send a shortcut to the instance to recipients, select Shortcut.

To send a copy of the instance to recipients, select Copy.