Running Reports

Please note: The Creditors module has been used in this section to describe the Reporting functionality but this functionality is exactly the same for all the modules in Financials.

Creditor Reports are run from the CR Job Request form, which can be accessed by selecting the Creditors option from the Financials menu:

Then the CR Reporting menu option:

Then the CR Job Request menu option:

The CR Job Request form will open:

Select the relevant options in the Report Master, Report Folder and Report Style drop down fields and click on the  button:

Either the Export option or the Print option must be selected - both cannot be selected at the same time.

These are:

• Export: where this option is selected the Report that is generated will be placed in the Export directory on the server, i.e. \Report Server\Creditor\Export, in a defined file format.  Further options will also be available with regard to distributing the Report via email.  These are further detailed in the Export Options section.
• Print: This option should be selected if you only wish to print the Report once it has been generated.  This option is further detailed in the Print Options section.

Please note: The Export and Print options can be ignored where the Run SSIS Package option is selected in the Report Master field.  The Export or Print option will be defined by the SSIS Package when the job is generated - as a result there is no need to select either of these options.

Further options are also available on the Grid, which are detailed in the Grid Options section.

Once the required options have been selected, the Report can be run by clicking on the  button at the bottom of the form.  This and the other buttons available are detailed in the Further Options section.