Setting Up End of Day Final Reports

Use End of Day Setup to create or activate additional procedures and reports during the End of Day process.

  1. From the Administration menu, select Financial, select Routine Management, and then select End of Day Final Procedures and Reports or End of Day Interim Procedures and Reports
  2. Select the Final Reports tab and click New.
  3. Select the Property where the report runs.
  4. Search and select Report Name field.
  5. Enter a Display Name and select a Language.
  6. Select New Parameter Form or select an Existing Parameter Form. New forms require a name, label, data type, value, sequence, and LOV Query.
  7. 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).
  8. Select a File Format of HTML, PDF, or XML etc.
  9. Create new or select a pre-configured Parameter Form. New forms require a name, label, data type, value, sequence, and LOV Query.
  10. Select the frequency for the report to run. Options are daily, weekly, monthly, and yearly.
  11. Select a Watermark Mode from the drop-down list. The Enhanced option requires you to enter position, font, and color information.
  12. Click Save and Continueor Save.