Whenever a change report scheduled export is launched, the following steps will be
performed:
- Retrieve the details for each named report.
-
For each report, determine whether there is an owner attribute specified. If
there is, perform the following sub-steps:
- Retrieve the list of unique owner groups from the code set associated with the owner attribute. This determines how many separate report jobs are going to be run.
- For each owner group, cross-references the users assigned to the group with the users assigned to each recipient group defined for the report and generate a list of email recipients.
- One report will be generated for each unique owner group
-
If there isn't an owner attribute specified, perform the following
sub-steps:
- Retrieve the list of email addresses solely from the users assigned to the designated recipient groups.
- Only one report will be generated
- At this point, the process knows how many reports need to be generated and who the email recipients would be.
- Retrieve the details from the scheduled export to be used as the basis for each report job to be launched.
- For each report identified in the previous steps, update the base export properties with the specifics, such as the identified email targets and the specific report (including name and owner if specified) and create a new Scheduled Export Jobs record to launch each report.
Each new Scheduled Export Job's post-processing generates the report according to the settings in the report definition and the specified owner group (if defined). The Scheduled Export process will then send the file as defined in the original job (Directory, Email, or FTP).