Deliver IBM i reports to the right audience
Robot Reports is a report-management enquiry for IBM i. The design should begin with the report’s purpose, source, audience and delivery deadline. Report generation, storage, distribution and authorised access are separate decisions; moving output away from paper does not remove the need to control who receives it.
Inventory representative reports and distinguish recurring management information from sensitive operational or customer records. Record format requirements, retention and the owner who can approve recipient changes. Confirm how the selected Robot Reports configuration works with the existing report-producing jobs and any retained archive.
Validate report contents and distribution together
A useful pilot compares the managed output with the approved source report, then checks the recipient’s actual ability to locate and use it. Test a missing report, an unauthorised reader and a failed delivery route. Time-sensitive reports need an escalation that identifies absence as well as delivery failure.
For multi-branch businesses, define whether recipients are groups, named people or roles and how staff changes update that mapping. Handover should contain the report register, permissions, retention and recovery procedure. MMC’s proposed work can cover selected reports and administration training, while report redesign or access to another application’s data must be separately authorised.
Evidence to request for this scope
- Validate page or record totals against a representative source output before accepting distribution.
- Demonstrate permissions for an authorised reader and a reader who must not see the report.
- Record retention, delivery deadlines and the process for updating the recipient list.