Reports Saving to SharePoint

Good morning, everyone.

I have been tasked with finding a way to save Tessitura reports to SharePoint instead of our depot.  Are there any other orgs that have figured out how to do this?  I have opened a ticket with TessNet, but I find this forum is much more responsive.

Thank you all and have a great day.

Jena

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  • Can I ask are you Hosted Services, and is your SharePoint Sync'd (sunk?Thinking) with your PC?

    From what I've wrangled for reports and mail merges etc to use your SharePoint folder it needs to resolve remote Tessitura P drive to your local C drive and then from your C drive to the Sync SharePoint folder.  It's largely unhelpful that Microsoft call 2 things OneDrive - the personal account space as well as the sync to SharePoint but c'est la vie.  Nonetheless, seems to work ok for us.  I do have some simple notes, and as a starting point it is helpful to check that your Citrix connection centre has read/write access checked. 

    To resolve this issue, you need to confirm that the proper file permissions are set in Citrix:
    1. On your local desktop, find and right-click the Citrix icon
    2. Click Connection Center
    3. Drill down on Active and select your session
    4. Click Preferences within the Connection Center
    5. Confirm that Read and write access is selected

     

  • Heath - please don't ever leave this forum. Relaxed

    We are self hosted and our SharePoint is sync'd so I think this will work.  However, are you able to do this for scheduled reports or just manual report saves?

    Thank you for the screenshots too.  I really appreciate that.

    Jena

  • well my scheduled reports get emailed, But if you mean things like sales data files you want to auto import run using the Order Import Utility you'll have to get it to P drive which is the reverse problem.  So I think the solution for that involves saving the file locally and being able to FTP the file to the X drive on Hosted - and scheduling the Order Import from there.

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  • well my scheduled reports get emailed, But if you mean things like sales data files you want to auto import run using the Order Import Utility you'll have to get it to P drive which is the reverse problem.  So I think the solution for that involves saving the file locally and being able to FTP the file to the X drive on Hosted - and scheduling the Order Import from there.

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