Creating a Report Utility BP Record

Create a record:
1. Go to the shell tab and switch to User mode.
2. In the left Navigator, select Reports, and then select Report Utility.
3. On the Report Utility page, click Create.
4. Select the workflow from the workflow setups that you have access to use.
On the Report Utility tab of the Main form:
1. Enter a Title and select the Report Name.
  If Report Name is not available, contact your Company Administrator; for more information, see the information regarding UE rep_Report_SPD described in Updating the Data Structure Setup topic in the Unifier Essentials General Administration Guide.
2. Add the optional Short Description and Detailed Description.
3. Accept the default settings or override and update the Saved Report Location to specify where the print will auto-publish in the Document Manager.
On the Deliver To tab, add the user(s) that should receive the custom print attached to a workflow notification email.
On the Parameters tab, add the Search Parameter for the report selected on the Main form.
You can add multiple Search Parameters.
Send the record to the End step of the workflow.