How to Schedule an OTBI Report in Oracle Fusion

Open the Birthday E-mail Analysis

From the Oracle Transactional Business Intelligence home screen, locate Birthday E-mail Analysis under the Others section. Click Open next to it to launch the analysis.

Review the analysis data

The analysis displays a table with the following columns: Manager Name, Manager User Name, Person Number, Name, Person Date of Birth, and Email Address. Confirm that the table lists all managers, their employees, and the employees' upcoming birthdays.

Note that "upcoming" refers to employees who have birthdays in the following month. Verify that the Person Date of Birth column is present and contains relevant dates.

Confirm that each manager should only receive the list of their direct reports, not all employees. The analysis groups employees under their respective managers.

Return to the Catalog to create a new agent

Click the Catalog button in the top navigation bar, then navigate to the folder where you want to create the agent (for example, My Folders).

Create and schedule the agent

Start creating a new agent, then open the Schedule tab. Set the frequency to Monthly, select Day 1, and ensure all months are checked. Set the start date and time as needed, and make sure the agent is Enabled.

Set the condition for the agent

Go to the Condition tab and use the default condition, which checks whether there are birthdays for the current month. Test the condition to confirm it works as expected.

Configure delivery content

Go to the Delivery Content tab and set the subject to "Manager Team Birthday List". For content, select the path to your Birthday E-mail Analysis, and leave the format as Device default. Choose whether to deliver results directly or as an attachment.

Configure recipients to include only managers

Go to the Recipients tab and remove any default recipients. Check the box for Get Recipients from the Analysis Used in the Agent Condition, then select Birthday E-mail Analysis as the source.

In the recipient column settings, choose Manager User Name from the dropdown menu for Column Containing Recipients. Do not select a second column, since only the manager's username is needed.

(Optional) Restrict rows to the user running the agent

In the Recipients tab, under Settings, check Only Return Rows Relevant to the User Running the Agent if you want each manager to see only their own team's birthdays. This filters the results so each recipient only receives information relevant to them.

Save the agent

Click the Save icon (floppy disk) in the agent setup window. Confirm that your agent is now listed in the Catalog under your chosen folder (for example, My Folders) as Birthday E-mail Agent. The agent is now configured to run automatically on the first day of every month.

Verify agent setup

In the Catalog, locate the Birthday E-mail Agent entry. Confirm the last modified date and owner details to ensure your changes have been saved. The agent is now ready to deliver the list of upcoming birthdays to each manager as scheduled.