Burst Fusion Financials BI Report to Email

Here’s a general guide on how to burst a Fusion Financials BI report to email:

1. Create the BI Report:

   • Begin by creating the Fusion Financials BI report that you want to burst. Ensure that it contains the data and formatting required for your needs.

2. Configure Bursting Criteria:

   • Determine the criteria for bursting the report. For example, you might want to split the report by department, region, or any other relevant attribute.

3. Configure Email Delivery Options:

   • In your Fusion Financials BI reporting tool, set up the email delivery options. Specify that you want to deliver the report segments via email.

4. Define Bursting Rules:

   • Create rules that specify how the report should be split and delivered via email. These rules should align with the bursting criteria you established earlier. For example, configure rules to send each department’s data to a specific email recipient or distribution list.

5. Specify Email Content and Recipients:

   • Define the email subject, message body, and recipients for each segment of the report. You can include dynamic content in the email message, such as the recipient’s name or the report’s name.

6. Schedule Bursting:

   • Set up a schedule for bursting the report. Specify when and how often the report should be burst and delivered via email.

7. Test Bursting:

   • Before deploying the bursting process in a production environment, conduct thorough testing. Ensure that the report is split correctly, and the segments are sent to the correct email recipients as expected.

8. Monitor and Debug:

   • After deploying the bursting process, monitor it to ensure it runs smoothly. Implement logging and error handling mechanisms to address any issues that may arise.

9. Automation (Optional):

   • Consider automating the bursting and email delivery process using scripting or scheduling tools to reduce manual intervention.

10. Documentation:

    • Document the bursting configuration, including the criteria, rules, and email delivery settings, for reference and future maintenance.

11. Security Considerations:

    • Ensure that sensitive financial data sent via email is securely transmitted and consider using encryption and authentication mechanisms to protect the information.