Creating USAS Report Bundles
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:
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
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:
Create a bundle of Reports
Click on the drop down under 'Select the Report to Add to the 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'
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
In Report/Report bundles
Click on the 'clock' icon.
Enter the required information"
Click Save