Save Settings for Report Automation
Access this screen by selecting Retrieve Settings (F23) or Save Settings (F24) from reports that support Report Automation (Report Scheduler). Depending on how you enter this screen, you will be presented with different options.
Visit Show Me the Steps for easy instructions on how to use CU*BASE to complete tasks related to report automation.
When using the Report Scheduler feature, how many saved report definitions can be stored within a specific tool?
Learn more about the Report Scheduler Feature by reading the "Automated Reports and Queries" booklet. Especially important to read is the FAQ (Frequently Asked Questions) section included in the beginning of the document.
If you are saving new settings, enter your description for your settings. We recommend adding your name or other identifier to your saved settings; it will be important later to differentiate, for example, the CEO’s favorite settings from those used by someone on the accounting team. Then indicate whether you want this report to be “Monthly” or “Not automated.”
Select “Monthly” if you want this report to be included in the Report Scheduler feature. In this case select the day of the month on which you want the report to be run. (Enter a 31 in this field if you want this report to always be run on the last day of the month.) Also select whether you would like the report run on current or end-of-month files. (The NCUA Share Insurance report cannot be run on current files.) Automated reports are run during beginning-of-day processing.
Select “Not automated” if you do not want to include this report in the monthly automation process.
NOTE: You can run a report manually at any time of the month with any saved settings (monthly or not automated).
Once you have named the settings, click the check mark button to save them. Your saved settings will move to the lower part of the screen.
A: No, you do not need to update the process date in your saved settings. Report Scheduler will always run an automated report using data from the prior month. One exception is the G/L Trial Balance Report (LGLETB) report (Tool #650: Print GL Trial Balance (monthly). This report will use data from 2 months prior. For example, when the automation process for reports is run on July 1st, all reports will be run for the prior month (June 1st to June 30th), except for the LGLETB report, which is run for May 1st to May 31st.
Date ranges (and single dates) in the selection criteria are saved in saved settings; however, when the automated report is run date ranges are replaced by the entire month range (for example 6/1 to 6/30) and single dates are replaced with a zero. The automated version of the report is simply run for the entire month. If you retrieve the settings to run the report manually, simply update any dates or date ranges if needed prior to pressing Enter.
Access this screen via Retrieve Settings (F23). Select the GO! button next to the settings you want to retrieve. Press Enter to run the report.
If you want to update existing saved settings that you created earlier (under your Employee ID), first retrieve the settings you wish to alter and update the selections as desired. Then use Save Settings (F24) to access this screen. Click the check mark next to the description in the lower area of the screen. This allows you to save your current settings under that description name, basically updating the settings under that description.
You can only adjust the saved settings created by your Employee ID. If you want to use someone else’s settings and make adjustments, retrieve the saved settings using Retrieve Settings (F23), make the changes and save the settings with a new description.
Use Save Settings (F24) to access this screen. Click the X next to that description. A confirmation screen will appear. Click to confirm the deletion of the settings.
Warning: You can delete any saved settings, even those created by another Employee ID. Obviously you may want to delete your own settings. Additionally, your credit union may need to delete the settings of an employee who has left your credit union.
While on the report selection screen, use Retrieve Settings (F23) to access this screen. Then use the lookup icon to review a view-only version of information about the settings such as who created it, the last time the report was saved, and the last time the report was run with these settings using the automated feature.