Viewing/Amending Publisher Report Groups

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Publishing Report Groups will allow you to create a bundle of FinancialsLIVE Reports, for example Month End or Year End Reports, and keep them at a particular location using Civica's Bundle software.  Creating a bundle of Reports is further detailed in the Creating Publisher Report Group section.

These can be viewed and/or amended on the GL Publisher Report Group form.  In addition new Publisher Report Groups can be created from existing Groups.

This form can be accessed by selecting the Financials option on the Financials Web Main Menu:

Then the General Ledger menu option:

Then the GL Maintenance menu option:

Then the GL Publisher menu option:

Then the GL Publisher Report Group menu option:

The GL Publisher Report Groups form will then open:

Add the code for the required GL Publisher Report Group to the Reference field and click on the  button.

Alternatively clicking on the Find Year End Report Group button located to the right of this field, , will open the Find GL Publishing Report Group form allowing you to search for and select the required Publisher Report Group.  This form is further detailed in the Find Publisher Report Group section.

The GL Publisher Report Group form will be loaded with the details of the Publisher Report Group:

The fields on the form are as follows (mandatory items are notated with a red asterisk *):

Any Report from any FinancialsLIVE module can be run directly from the Publishing facility.  The parameters added in these fields will be used instead of the parameters within these Reports when they are run in the Publishing facility.  This means that Monthly or Year End Reports can be run via Publishing without having to change the parameters in the individual Reports.

The Consolidated Options section of the form has the following options:

Where the status of the Report Group is set to , a new Bundle has not yet been created for the Publisher Report Group.  When the  button, which is detailed below, is clicked on and this option is selected, a new Bundle will be created and will include items that have been added to the Report Group.

Where selected the following fields displayed:

These fields are:

Where the status of the Report Group is set to , and this option is selected, the items on the Report Group have not yet been added to an existing Bundle.  When the  button, which is further detailed below, is clicked on the items added to the Report Group will be added to a Bundle that has already been created.

Where this option is selected the following field will be displayed:

The buttons available on the form are:

Once the Report Styles have been selected, they will appear in a Reports Grid at the bottom of the GL Publisher Report Groups form:

Further Report Styles can be added to the Grid by re-clicking on the  button.

Report Styles can be removed from the Grid by clicking on the  button for new Lines just added or the  button for existing Lines - these are located to the far left of the relevant Line.  

In the Order column on the Grid, add the order that the items in the Grid are to be included in the Bundle:

Click on the  button to ensure that these changes are saved.

This form will allow you to create non-Report files from your network and add them to Publisher and is further detailed in the Creating Non-Report Files section.

This form will also allow you to add any non-Report file that has been added to Publisher to the Report Group and is further detailed in the Adding Non-Report Files section.

Once the non-Report files have been selected, they will appear in the Reports Grid at the bottom of the GL Publisher Report Groups form:

Further non-Report files can be added to the Grid by re-clicking on the  button.

Non-Report files can be removed from the Grid by clicking on the  button for new Lines just added or the  button for existing Lines - these are located to the far left of the relevant Line.

In the Order column in the Grid, add the order that the items in the Grid are to be included in the Bundle:

Click on the  button to ensure that these changes are saved.

Once submitted the Job No column and the Job Status columns on the Reports Grid at the bottom of the form will be updated.

Clicking on the link in the Job No column will open the job details in the Report Viewer for the relevant module.  The Report Viewer is further detailed in the Reporting How to Guide section.

Where the job is set to Complete, the Report can be opened by clicking on the View link on the relevant Line on the Grid:

The other links on the Grid are as follows:

These are:

The Status field will change to  and the , ,  and  buttons will be disabled.