Report Utility Business Process
Use the Report Utility business process to run custom reports in the background, schedule reports to be run at a specific frequency, or call reports via Representational State Transfer (REST) Application Program Interface (API).
Characteristics
This is an Project-level business process with a workflow, provided in the system template.
Record Statuses
Completed | terminal status |
|---|---|
Awaiting_Start | non-terminal status |
Workflow
The default workflow for the Report Utility business process is set up in a certain way; however, your organization might use it differently. Typically, a user with the necessary permissions can create the record and either move it directly to the end step or send it to others for review or approval.
Related Processes
The Report Utility business process might create the following business processes: Not applicable
The Report Utility business process might be created by the following business processes: Not applicable
Creating a Report Utility Record
Reports you can see and want to run are defined by what has been set up for you by your Company Administrator. You will see a workflow for the specific reports you can run. There are currently two out of the box (OOTB): Project Details and Project Summary. Create a Report Utility record by navigating to Reports / Report Utility on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab. Act on an existing Report Utility task that has been assigned to you from the Tasks log.
Complete the Report Utility form and attach related documents, if needed. After completing the form, click Send and select an action in the Workflow Actions list to determine the next step in the workflow. Click Send to route the form to the next assignee.
Note: You must enter a value in all required fields (*) before you can save the form.
- Go to your Project tab and switch to User mode.
- In the left Navigator, select Reports, and then select Report Utility.
- On the Report Utility page, click Create. Refer to the tables below to complete the form. You can click Save at any time to create a record and keep it in editable mode.
- To add attachments, click Attach Files
on the Attachments tab. - After completing the form, click Send.
- On the Workflow Action Details tab, select who should receive this Report Utility.
- If permitted, you can add users to the CC list. These users will receive a notification about this Report Utility but are not assigned a task. The notification will include the custom print as an attachment.
- If permitted, you can adjust task due dates for all users, or set individual task due dates for each assignee.
- Click Send.
- In the Notification window, review the content and click OK.
The record moves to the next step in the workflow.
Completing the Report Utility Form
Key Information
Field Name | Access | Description |
|---|---|---|
Title | Required | Enter a title for this record. |
Report Name | Required | Select a name from the list. If Report Name is not available, contact your Company Administrator. |
Description
Field Name | Access | Description |
|---|---|---|
Short Description | Editable | Enter a description of 250 characters or fewer. |
Detailed Description | Editable | The detailed information about the short-description field. The field size can be expanded. |
Saved Report Location
Field Name | Access | Description |
|---|---|---|
Save Path Source | Editable | Accept the default settings or select Override. |
Manual Report Location |
| If you selected Override, enter the new location in the Document Manager. Make sure that the path begins with a forward slash (/) but does not end with one. |
Report Location | Read-Only | Displays the location in which the report will be stored. |
Record Information
System information about this record
Field Name | Access | Description |
|---|---|---|
Record Number | Read-Only | System-assigned record number |
Creator | Read-Only | Creator of this record |
Record Last Update Date | Read-Only | Date that the record was last updated |
Creation Date | Read-Only | Date that the record was created |
Business Process Record URL | Read-Only | A shareable link to this record, for anyone with the necessary permissions |
Status | Read-Only | Record status for a workflow BP record is based on the workflow action preceding the current workflow step. |
Completing the Deliver To tab
General
Field Name | Access | Description |
|---|---|---|
User | Required | Select the applicable Unifier Essentials user either by typing characters in the text box or click the Select icon. You can add multiple recipients. |
Read-Only | Displays the email address for the selected user. |
Completing the Parameters tab
Field Name | Access | Description |
|---|---|---|
Search Parameter | Required | Select the applicable parameter from the list. You can add multiple parameters. |
Value | Required | Enter 4000 or fewer characters. |
Last Published Monday, April 14, 2025