Can an Agent to Generate OTBI Report and Email increment to the next GL period?

Question

I have an OTBI that produces all the the voided AP payments in a given period.

Can I create a process where by the OTBI report and report agent increment to the next period automatically once we reach the first day of that next month?

Example:

OTBI Void Payment Register runs Sept 1 - Sept 30

An agent is then taking this report and emailing out to all the users and distribution lists included in the agent.

We have to manually update the OTBI and agent to run the report for Oct 1 - Oct 31.

Can we define this increment to occur automatically?

Bhaskar Konar · Answer

https://community.oracle.com/products/oracleanalytics/discussion/26106/can-an-agent-to-generate-otbi-report-and-email-increment-to-the-next-gl-period

Hi @Elena Brennan,

Quick Question:

* Is your requirement is to execute the OTBI Agent for the entire month like if you are executing today it should execute for 01 Jun 2025 to 30 Jun 2025 and in July it will execute for 01 Jul 2025 to 31 Jul 2025.
* If yes (for the above question), are you having any date filter in your report?

Above information will be helpful for the understanding and it will help to find potential solution.

Thank you.

Shankar-Oracle · Answer

Please check the below document:

Fusion OTBI: How To Use System Date & Auto Passing Of Dates In OTBI Report (Doc ID 2103487.1)

This document describes how to run the analysis for the range of Monday-Friday, depending on the respective week when the analysis is run.

You can use the same technique for the current month by tweaking the dates. So, when the Agent runs, the underlying analysis would run for the calendar month (once you make the changes using the above doc as template). As long as you schedule your agent to run once a month, the month should automatically change for the next month.