FAQ - How do I set up Income Audit?

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Income Audit setup is accessible from either of the two paths below:

by selecting Manage on the property tile, and then selecting Setup; or,
by selecting Administration > Enterprise > Routine Management > Interim EOD Procedures and Reports.

Setup provides New, Edit, and Delete functions and the ability to toggle the Active/Inactive status display of Procedures and Reports.

Show Active / Show Inactive toggles the On / Off status display.
Procedures or Reports that are locked cannot be edited or deleted.

Income Audit Setup Screen

Setting up Final Procedures

Select New or Edit to enable a new Procedure or make changes.

Enter a descriptive name for the Procedure.
Enter a Procedure Name from the list of available Procedures. View Procedure Names.
Select a run frequency for the Procedure (options are: Daily, Weekly, Monthly, or Yearly).
Select Active to run the Procedure. Uncheck Active to stop the Procedure from running (this can also be accomplished by selecting the ON or OFF status of individual Procedures).

Setup - Procedure

Setting up Final Reports

Select New or Edit to enable a new Report or make changes.

Enter a descriptive name for the Report in the Report Name field.
Enter a File Name from your property's available Reports.
Select a Parameter Form to provide parameters and/or launch this report. See Creating Report Parameters below.
Select the report destination. You can send reports to a configured Printer or Email address; or you can save reports to a configured file location (create a descriptive report name in the Spool Name field and select a file format). See NOTE below.
Select the run frequency of the report (options are: Daily, Weekly, Monthly, or Yearly).

NOTE: Printed Reports use the printer selected while running the End of Day process. Emailed Reports use the email address configured within OPERA parameters for End Of Day settings and End Of Day Email Address.

Setup - Reports

Creating Report Parameters

You must set up the parameters for the report file name entered into the File Name field. These parameters can come from a pre-configured Parameter Form (if one is selected from the Parameter Form LOV) or by manually configuring the following fields:

If a Form is selected for the Parameter Form field, parameter fields are created automatically. The fields vary based on the selected Form.

Income Audit - Setup - Report Parameters

Setting up Parameters Manually

NOTE: Advanced Level Configuration. No validations are applied to these fields. Knowledge of OPERA tables and SQL queries are recommended.

If setting up new parameters manually (without using a Parameter Form), select New to display parameter fields.

Income Audit_Setup Manual Report Parameters.png

Complete the fields based on the manual parameter field descriptions below:

Field	Description
Name	Use an appropriate parameter name from the OPERA database.
Label	Name that identifies the parameter field within the Reports Parameters panel.
Data Type	Select from the List of Values to choose the data type for this parameter, e.g., date field, check box, numbers, etc.
Value	Sets a default value for the parameter, if desired. If no default is set, the user can select at the time of running the report.
Seq	Enter a sequence number that determines the order in which a field appears within the Reports Parameter panel
LOV Query	Enter an SQL statement to be executed in order to generate the parameter value on the report.