Report Automation: Save Settings for Report Automation

Screen ID:  UARSSE-01
Screen Title: Save Settings for Report Automation
Panel ID: 7239
Tool Number: n/a
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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

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.

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

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 using Enter.

Saving New Settings

Enter your settings on the report.  Select Save Settings (F24) The new report settings placeholder will appear at the top of the screen.  

  1. Select Add/Edit to save the new settings.

  2. Enter the 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.  

    • NOTE:  Do not use the Description “CUA Monthly Archive.”  This name is reserved for reports that were previously run by Operation staff.

  1. If you are going to schedule the report, select whether to run the report on current or previous month files.

  2. Then select the frequency.

    • Select N/A if you do not want to have the report settings use the report scheduler feature.

    • Select Daily, Weekly, or Monthly if you want this report to be included in the Report Scheduler feature.  When report automation is run this report will be printed or archived depending on your saved settings.  

    • If you select Daily, the scheduled report will run seven days a week, regardless of whether your credit union has beginning of day processing.

    • If you select Weekly, you must select the day of the week.  The report scheduler is run on that day, seven days a week, regardless of whether your credit union is open.

    • If you select Monthly, you must also select the day of the month (0-31) when the automation setting will be run.  For the last day of the month enter 31.  

    • You can run a report manually at any time regardless of whether it is saved for report automation.

  1. If desired, specify an End date when the automated report will no longer be run.  Leave the field blank or remove the date if no end date is desired.

    • NOTE:  The settings will be deleted 30 days after this date. The Daily report will note the end date.  .

  2. Use Enter to save your settings.  You will exit the screen and your saved settings will move to the bottom of the listing.

    • NOTE: If you already have several saved settings, you may need to scroll down to view this setting.

  • If you want to both print and archive a report (manually or via the automatic archive process), create two identical settings for the report, one set to archive and one set to print to a physical printer.

Updating Your Own Settings

If you want to update existing saved settings that you created earlier (under your Employee ID), first retrieve the report settings you wish to alter and update the selections as desired.  When you save the settings using Save Settings (F24), use Add/Edit next to the same description of the settings you retrieved.  This allows you to update settings but keep the same description.    Use Enter to save the settings.

  • 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. 

Deleting Report Settings

Use Save Settings (F24) to access this screen.  Select Delete next to the saved setting you want to delete and use Enter.  A confirmation window will appear.

  • 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. 

Manually Printing a Report with Saved Settings

You can retrieve your settings to run a report manually at any time of the month.  While on the report selection screen, use Retrieve Settings (F23). Choose Select next to your saved settings. Use Enter to run the report.

  • NOTE:  You can also retrieve settings from the Automated Reports Scheduler screen.

Review Setting Details

While on the report selection screen, use Retrieve Settings (F23). Then select View next the saved setting and use Enter to see 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 it was run with these settings using the automated processing.