Using Report Utility BP Templates to Schedule Custom Print Generation

  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 Actions, and then select Create From Template.
  4. Open and update an existing template or click Create to create a new one
  5. 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.

  6. 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.
  7. 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