Generating Custom Reports using the Report Utility BP

Custom reports cannot be scheduled and distributed to users like 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 report 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. If your administrator has implemented this feature, you can:

In This Section

Creating a Report Utility BP Record

Using Report Utility BP Templates to Schedule Custom Print Generation


Last Published Monday, April 14, 2025