Report: Scheduled Report Management

The Scheduled Reports Management Report provides a way to manage your agency's Scheduled Reports.  With the appropriate security it allows you to see a current picture of the Scheduled Reports that are setup, including; the scheduler, the frequency, who receives the reports and in what format, who approves the report, and the current status of the report. Using the selection criteria the user can narrow or widen their search.

Report Image

  1. On the 360Toolbox menu, click Classic Reports to open Reports - All where you can make your selection.
  2. Scroll through the grid and click Scheduled Report Management. The Report - Scheduled Report Management form opens.

The following menus are available in a data entry form. Click each menu item to see detailed information. Note that the available menus vary depending on the form.

Report Fields Description

Group

Select the scheduled reports based on the reporting Group they belong to.

Name

Choose a specific report Name or select All reports.

List is populated according to the Group selection above, and those reports you have security access to. See Scheduled Reports > Security Access to Scheduled Reports for more information.

End By

Select an End Date for your scheduled reports. Your report will include all scheduled reports that have an End Date equal to or less than the date selected.

Scheduler

Select one, multiple, or all schedulers for your scheduled reports. Your report will include only those scheduled reports that have one or more of the schedulers selected.

Scheduled Approvers
Group/Field What is this?

Primary

Select one, multiple, or all primary approvers for your scheduled reports. Your report returns only those scheduled reports that have one or more of the selected primary approvers.

Backup

Select one, multiple, or all backup approvers for your schedule reports. Your report returns only those scheduled reports that have one or more of the selected backup approvers.

Recipient Selection
Group/Field What is this?

Include Recipient Detail

Include Recipient Detail check box is checked by default. When this check box is checked, the report displays the recipient name with a preceding letter(s) in bold.

  • E = Employee
  • Co = Company
  • BR = Broker
  • B = Bank
  • V = Vendor
  • O = Include All External Emails checkb ox is checked.

If you clear the Include Recipient Detail check box, the following occurs:

  • Employee, Company, Broker, Bank , and Vendor fields are set to gray and disabled.
  • The Report Format Received group box items are set to gray and disabled.
  • The Report will not display data in the Recipient, Email Recipient, User, Ctr, or Format columns.

Employee

Select one, multiple, or all employee recipients for your schedule reports. Your report returns only those scheduled reports that have one or more of the selected employee recipients.

Company

Select one, multiple, or all company recipients for your schedule reports. Your report returns only those scheduled reports that have one or more of the selected company recipients.

Companies include:

  • Insurance
  • Brokerage
  • Finance

Broker

Select one, multiple, or all broker recipients for your schedule reports. Your report returns only those scheduled reports that have one or more of the selected broker recipients.

Bank

Select one, multiple, or all bank recipients for your schedule reports. Your report returns only those scheduled reports that have one or more of the selected bank recipients.

Vendor

Select one, multiple, or all vendor recipients for your schedule reports. Your report returns only those scheduled reports that have one or more of the selected vendor recipients.

Include All External Emails

Selected by default. Returns the reports that were sent to external emails.

Status

The Status fields are selected by default. Your report returns only those scheduled reports where the reports equal the selected status.

  • Active
  • Suspended
  • Ended

Frequency

The Frequency fields are selected by default. Your report returns only those scheduled reports where the reports equal the selected frequencies.

  • Daily
  • Weekly
  • Monthly
  • Annually

Report Format Received

The Report Format Received fields are selected by default. Your report returns only those scheduled reports where the reports equal the selected formats.

Selected and set to gray when Include Recipient Detail is not selected.

Sort Option

Sort your report first by:

  • Approver
  • Report Name (Default)
  • Scheduler

Description

Accept the default description, or enter a new one that describes the report you are requesting.

Print Cover Page

Allows you to include a cover page listing the selected options included in the report. This option defaults as unchecked.

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