Report Automation: Save Settings for Report Automation

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Save Settings for Report Automation


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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.

Helpful Resources

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.

Saving New Settings

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.”

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.

Do I need to update the Process Date in my saved settings?

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. 

Do I need to update date ranges in my saved settings?  How are date ranges handled by the automation process?

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.

Manually Printing a Report with Saved Settings

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.

Updating Your Own Settings

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.

Deleting Report Settings

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.

Review Setting Details

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. 


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