Manage Automatically Generated Reports

You can set up OnRamp to automatically generate a report, or a group of reports, via email or print, with certain criteria at a specified date and time, with a repeating schedule.

Note: A report group consists of one or more reports and is always required for automatically generated reports.

Step 1 - Add a report group:

1. Navigate to the User Options and Preferences [S2065] screen.

2. Click My Reports.

3. Click Add.

4. Enter the report group name, description, frequency, frequency factor, and schedule 1 and 2.

5. Click Save.

Step 2 - Add reports to a report group:

1. Navigate to the User Options and Preferences [S2065] screen.

2. Click My Reports.

3. Select the desired report group.

4. Click Report Group Detail.

5. Click Add.

6. Enter the report type, ID, description, sort order, and toggle the values for print and email.

7. Click Save.

(Optional) Step 3 - Edit report criteria:

1. Navigate to the User Options and Preferences [S2065] screen.

2. Click My Reports.

3. Select the desired report group and report.

4. Click Report Criteria.

5. Click Edit.

6. Update the values as desired.

   Note: After changing the Custom Value you must toggle Use Default? to No.

7. Click Save.

Result

You have added reports to the group and updated the report criteria.

Notes

• To run the report groups immediately, click Run Selected List.

• To print the report groups immediately, click Print Selected List.