Configuring and Generating Custom Reports using the Report Utility BP

Custom reports cannot be scheduled and distributed to users like user-defined reports (UDRs) can be. Running a custom report must be done manually by a user. Large reports need to be initiated by a user and then may run for a long period of time. To avoid these challenges for the user and to take advantage of the custom print auto-generation capability, the Company Administrator can use the Report Utility BP to set up a template of a custom print using an existing custom report data model. This facilitates the automatic generation of custom prints of BP records when a BP record is saved or reaches a step in a workflow.

The main steps to setting up a Report Utility version of a custom report include:

Setting up the custom print custom template (Company Administrator).
Updating the Data Structure Setup (Company Administrator).
Setting up the Report Utility BP (Company Administrator).
Creating a Report Utility BP record (User). For more information, see the Unifier Essentials User Guide.
Using Report Utility BP Templates to schedule custom print generation (User). For more information, see the Unifier Essentials User Guide.

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