1. Using Financial Reporting Compliance
  2. Run Reports

Run Reports

You can run reports on demand or schedule them to be run at intervals over a period you define. Scheduled reports are saved, so you can view them at any time.

  1. From the Risk Management springboard, open the work area for the reports you want to run: Advanced Controls Reports or Financial Compliance Reports. Or, open the Navigator and select either reporting option.

  2. In the Financial Compliance Reports work area, open the Related Links panel tab and select a category of reports. The reporting page lists reports belonging to the category you selected. (In the Advanced Control Reports work area, there's only one category, and so no selection to be made.)

  3. Click in the row for the report you want to run.

  4. Click Actions > Run Now or Actions > Schedule.

  5. A Parameters dialog opens. In it, select parameter values to focus the content of the report.

  6. If you selected Run Now, the Parameters dialog displays a Submit button. Click it to generate the report.

    If you selected Schedule, this button is replaced by a Schedule Information button. Click this button to produce a Schedule Parameter dialog. Enter values that set a name for a schedule, the date and time it should start, how regularly the report should run, and the date and time (if any) the schedule should expire. Then click the Schedule button.