Run Reports

Running GreenPoint Reports will generate a PDF document or a Word document. Report can be released and downloaded as well as being attached as part of a notification and even run within a batch.

The list of reports can be accessed from the Reports menu option.

Selecting to Run a report, the user will need to confirm parameter values on the Report Options screen. A decision to auto release, Auto Download and Auto Retry and Schedule can be selected on this screen as well. Auto release allows the status to be changed from generated to released. An auto download selection path can be predefined under the Setup|Auto Download menu option. Auto retry allows for the report to be re-run if it fails to generate successfully. Also, predefined Schedule can be selected to allow the report to be run at a set times.

Selecting OK will run the report and direct he user to the Process Log. The process log holds a list of all Generated, released, rejected and scheduled items along with their status, dates generated and the user who performed the task action.

To view the successfully generated report, select the Documents|Release/Download menu item. Apply filter settings to return what you are looking for.

To view the report, select the preview icon. The report will open in a another screen as a pdf document.

Generated reports can also be released, placed on holdor rejected on the Release/Download screen.

- Place a report on hold:

Select the report by ticking the checkbox next to the report name and then selecting the Hold Button

To view the report placed on hold, apply the On Hold status filter and select the apply button

- Rejecting a report:

Select the report by ticking the checkbox next to the report name and then selecting the Reject Button

To view the rejected report, apply the Rejected status filter and select the apply button

The rejected reports can only be previewed.

- Release a report

Select the report by ticking the checkbox next to the report name and then selecting the Release button

To view the released report, apply the Released status filter and select the Apply button

The reports that are released can be previewed and downloaded.

- Dowloading a Released Report

Tick the checkbox of the required report and then select the download button

A pop up screen will show the report download process whereby it fetches the report and the zip's

You can now select a path to download to once the report is done zipping