Generating Reports

You can use the EPM Digital Assistant to generate reports, including custom reports. Provide the report group, report name, and the parameters required to run the report. The parameters required depend on the report being generated.

Downloaded reports can be shared with other users via Slack or Microsoft Teams. This ensures that generated reports are available even when you are not connected to the assistant.

1. Open the Digital Assistant and enter I want to generate a report.

   The assistant displays the available report module options.

   
   
   
   
   
2. Select the report module.

   In this example, we generate a Reconciliation Compliance report. The report groups available for the selected report module are displayed.

   
   
   
3. Select the report group. In this example, select Reconciliation Manager.

   The available reports are displayed.

   
   
   
4. Select the report that you want to generate. In this example, select Balance by Account Type.
5. Select the report format. The available options are PDF, CSV, CSV2, XLSX, and HTML.
6. Specify the input parameters required to run the report. The number of parameters depend on the report selected.

   In this example, select May 2022 for Period.

   
   
   
7. Specify if you want to receive an email with the generated report by selecting Yes or No to the question Do you want to send an email?.

   The report generation job is submitted.

   
   
   
8. To view the status of your report, click Check the status of report 10000000002841627.
   
   
9. Click the link in the assistant to download the report.