This document details one of the many ways to create and customize reports and report bundles. 

Create Account Filter

You may create an account filter for the accounts that need to be included on the report(s). You may use an existing Account Filter if one exists. 

• Go to Utilities/Account Filter
  • Click on Create
  • Enter required information:

    • Filter Name: Enter the name for the filter.

      This will be used later on in your report options.

    • Account Filters: Click on + to add accounts and check all boxes that apply for access.   

      • C = Create which allows the user to create accounts for that filter
      • R = Read which allows the user to view the accounts for that filter
      • U = Update which allows the user to modify accounts for that filter
      • D = Delete which allows the user to delete accounts for that filter
      • P = Preencumbrance which allows the user to post requisitions against that filter
      • E = Encumbrance which allows the user to post purchase orders against that filter.
      •  You may use % as a wildcard for a dimension or character. 

        

      •  Ranges may be used in an account dimension i.e. 400..999

        

      •  If you grant access to the cash account (TI=00) it will automatically grant access to all underlying accounts.

        
      •  If you want to exclude accounts such as 1xx or 2xx object codes you will need to list those first and make sure you do not check any of the 'access' boxes.

        

  • Click Save

Create 'Save and Recall' on a Report

• Go to the Home page or Report/Report Manager
  • Click on the Generate beside the desired report. 
    • Select/enter report criteria
      •  Report Options

        • Format - the type of output for the report
        • Page Size
        • Orientation
        • Name - appears at the top of the report
        • Check mark if you want a Summary 

        • Check mark if you want to 'show report options'

          

      •  Query Options

        • Populate desired query parameters such as Filter Name 

          

      •  Sort Options

        • Under Selected Properties drag and drop the properties in the order you want to sort by, choosing to control break (sub total), page break, etc. 

    • Click inside the 'Save and Recall' drop down and enter a Name. Once the name is entered tab off that field and the blue save will be active click on it to save all the report options. 

      

    • Generate the Report or Close out of generate pop up window.

Create a Report Bundle

• Go to Report/Report Bundles
  • Click on Create
  • Enter required information:
    • Report Bundle Name: Name of the Report Bundle that will show in the grid and on scheduled Report Bundles
    • Description: Option to add additional description detail that will show in grid by default
    • Tag (optional): Tags are user-defined words that mean something to the user to help categorize report definitions. For example, a tag could be 'YEAREND' or 'MONTHLY' reports.  Then they can use these tags for several other reports , enabling them to search for them easily in the Grid
  • Create a bundle of Reports

    • Click on the drop down under 'Select the Report to Add to the Bundle' 

      Any report currently in your Report Manager Grid (ones you have created, shared with, imported, and SSDT templates) as well as 'canned reports' may be included in the report bundle. 

    • Once selected the Report will show under Click + to add this report with the desired Report Options to the Bundle. Use the + to select which version of the report to add to the bundle. The report will then show under the 'Reports Currently in the Bundle'

      It will show one row for each saved parameters (created from the 'save and recall') that exists for the report. 

      You may modify the report parameters for the reports included by clicking on the icon next to the report in the grid at the bottom of the window. 

    • Add as many reports as needed, starting from the 'select the report to add to the bundle' drop down. 

  • Click on Save

Schedule the Bundle