Overview

SAS Web Report Studio enables you to distribute reports via e-mail as embedded HTML or as a PDF attachment. If a report has group breaks, you can distribute the report to specific recipients based on group break values. This sample explains how you use this feature.

Note: This sample was created using SAS Web Report Studio with the third maintenance release for SAS 9.2 (TS2M3). In-processing scheduling was used.

About the sample data

To create the Global Shoe Sales information map used in the sample, you can submit the PROC INFOMAPS code on the Full Code tab in this sample. The steps in the sample refer to this information map.

Prerequisites

In order to distribute reports, you must be assigned the Advanced Scheduling:Distribute capability. In order to create distribution lists, you must be assigned the Administrative:Manage Distribution List capability. For more information about capabilities, see Predefined Roles in the SAS 9.2 Intelligence Platform: Web Application Administration Guide.

Create the report

1. Log into SAS Web Report Studio.
2. Select all data items from the Global Shoe Sales information map.
3. Insert a list table into the layout.
4. Select Data ► Edit Group Breaks and specify to break by values of product.
5. Save the report as Global Shoe Sales by Product.

Here is what the report might look like at this point.

Distribute the report by group break

1. Select File ► Distribute to launch the Distribute Report wizard
.
2. For Step 1, specify a time to run the report. For this sample, Now is selected. Click Next.
3. For Step 2, accept .pdf file attachment as the delivery method. For this sample, the rest of the fields were filled out as shown below.



4. Click the Recipient and Rules button to open the Recipients and Distribution Rules dialog box.
5. To the right of the Recipient Lists box, click to open the New Recipient List dialog box, and complete these steps.
1. Enter a name for the list. For this sample, the list is named Shoes.
2. Select the Create recipient list based on group break option, and then select Product from the drop-down list.
3. Click OK to return to the Recipients and Distribution Rules dialog box, which should now look like the following display.



6. To assign an e-mail address to each product, select the product in the list and click to open the Edit Recipient dialog box.
7. The Product box is filled in based on your selection. In the following display, Boot is the product. In the E-mail box, enter e-mail addresses, separated using the delimiter recognized by your e-mail server. In the following display, two addresses are entered for Boot.



Tip: To distribute to a list of recipients, enter an e-mail list address.

8. Click OK to return to the Recipients and Rules dialog box. In the following display, you can see the e-mail recipients filled in for the Boot product.



9. After you have entered the addresses for each group break by following steps 6 through 8, select the Group break option at the bottom of the dialog box, as shown in the following display.



10. Click OK to return to Step 2 in the Distribute Report wizard.
11. Click Finish to immediately distribute the report to the specified e-mail addresses.

Results

The following display is an example of what the PDF report for Boot might look like when opened from an e-mail.

Additional Documentation

For more information about SAS Web Report Studio, see the SAS Web Report Studio documentation page.

For more information about PROC INFOMAPS, see the Base SAS 9.2 Guide to Information Maps.

For more information about SAS Management Console (where you manage roles and capabilities), see the SAS Management Console documentation page.

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These sample files and code examples are provided by SAS Institute Inc. "as is" without warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability and fitness for a particular purpose. Recipients acknowledge and agree that SAS Institute shall not be liable for any damages whatsoever arising out of their use of this material. In addition, SAS Institute will provide no support for the materials contained herein.

Before submitting this code, these tasks must be done:

• The SHOES table and its library (in this sample, SASHELP) must be registered in metadata.

Note: For information about registering libraries and tables, see Establishing Connectivity to a Library of SAS Data Sets.

• The location of the information map (specified by mpath) and the PROC INFOMAPS statement must be modified to use the correct values for your environment.
• After you initially create the information map, remove the comment tag from the DELETE statement for subsequent submissions.

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%let mpath=/Shared Data/your-map-folder;

proc infomaps metauser="your-userID"
	metapass="your-password"
	metaserver="your-metadata-server.com"
	metaport=8561
	metarepository=Foundation
	mappath="&mpath";

* delete infomap "Global Shoe Sales";

new infomap "Global Shoe Sales";
insert datasource sasserver="SASApp"
	table="SASHELP"."Shoes" _all_;
save;

* list _all_;

run;

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These sample files and code examples are provided by SAS Institute Inc. "as is" without warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability and fitness for a particular purpose. Recipients acknowledge and agree that SAS Institute shall not be liable for any damages whatsoever arising out of their use of this material. In addition, SAS Institute will provide no support for the materials contained herein.

SAS Web Report Studio enables you to distribute reports via e-mail as embedded HTML or as a PDF attachment. If a report has group breaks, you can distribute the report to specific recipients based on group break values. This sample explains how you use this feature.

Type:	Sample
Topic:	Query and Reporting ==> Report Distribution Query and Reporting

Date Modified:	2010-07-08 12:15:56
Date Created:	2010-07-07 10:50:12

Operating System and Release Information

Product Family	Product	Host	Product Release		SAS Release
			Starting	Ending	Starting	Ending
SAS System	SAS Web Report Studio	z/OS	4.2		9.2 TS2M0
		Microsoft® Windows® for x64	4.2		9.2 TS2M0
		Microsoft Windows Server 2003 Datacenter Edition	4.2		9.2 TS2M0
		Microsoft Windows Server 2003 Enterprise Edition	4.2		9.2 TS2M0
		Microsoft Windows Server 2003 Standard Edition	4.2		9.2 TS2M0
		Microsoft Windows Server 2003 for x64	4.2		9.2 TS2M0
		Microsoft Windows Server 2008 for x64	4.2		9.2 TS2M0
		Microsoft Windows XP Professional	4.2		9.2 TS2M0
		Windows Vista	4.2		9.2 TS2M0
		Windows Vista for x64	4.2		9.2 TS2M0
		64-bit Enabled AIX	4.2		9.2 TS2M0
		64-bit Enabled Solaris	4.2		9.2 TS2M0
		HP-UX IPF	4.2		9.2 TS2M0
		Linux for x64	4.2		9.2 TS2M0
		Solaris for x64	4.2		9.2 TS2M0