runMatchingReport

Generates a report that is defined in Transaction Matching.

See Generating Predefined Reports in Transaction Matching in Administering Account Reconciliation for a list of predefined Transaction Matching reports and the parameters for generating them.

After generating the report, use the downloadFile command to download it to a local computer.

Applies to

Account Reconciliation

Required Roles

• Service Administrator
• Power User
• User
• Viewer

Users with Power User, User, and Viewer predefined roles may require additional granular roles.

Usage

epmautomate runMatchingReport FILE_NAME GROUP_NAME REPORT_NAME REPORT_FORMAT [Param=value] where:

• FILE_NAME is a unique file name, with extension, for the report that will be generated. The file extension must match the report format that you use. If a report with this name exists on the server, it will be overwritten.

• GROUP_NAME is the name of the group with which the report is associated.

• REPORT_NAME is the name of a defined report in the application.

• REPORT_FORMAT is one of the following formats for the report:

  • PDF
  • HTML (not supported for graphs and charts)
  • XLSX (not supported for graphs)
  • CSV
  • CSV2

  Note:

  REPORT_FORMAT CSV does not permit the formatting of data based on a template while CSV2 does. Generating CSV2 formatted report takes more time compared to CSV output.
• Param=Value, optionally identifies the required parameters for generating the report. For example, for the Match Type Configuration report which takes the parameter status with the value approved, specify the parameter and value as status=Approved.

Example

epmautomate runMatchingReport Example_FileName.html "Transaction Matching" "Match Type Configuration" HTML "status=Approved"