Using Report Utility BP Templates to Schedule Custom Print Generation
- Go to the shell tab and switch to User mode.
- In the left Navigator, select Reports, and then select Report Utility.
- On the Report Utility page, click Actions, and then select Create From Template.
- Open and update an existing template or click Create to create a new one
- On the General tab, enter a Name and optional Description, and select the Workflow for the record.
The workflow selected will identify which print will be created.
- On the Schedule tab, select the Enable scheduled record creation checkbox, and set up the Frequency and Range of Recurrence for record creation and custom-print generation.
- If you are creating a new template, click Create; otherwise, click Save.
See Also
Generating Custom Reports using the Report Utility BP
Creating a Report Utility BP Record
Last Published Monday, April 14, 2025