LINK System Customer Interface. Report Subscription

Transcription

1 Report Subscription 1

2 Customers can request specific reports from the LINK system to be generated at specific times based on different criteria to meet their unique needs through functionality called Report Subscription. This functionality is available under Customer Activities/Reports/Report Subscription with options to subscribe to new reports, modify existing subscription parameters and track a history of the report. For each report available in Report Subscription, a submittal screen is present that allows a customer to name the report, select various filtering criteria, specify the output format and determine the report generation schedule. Subscribed reports can later be modified for different generation schedules and filtering criteria. Reports will be retained for 3 days in the Report Tracking screen which gives the customer a report history. Customers can subscribe to a report for multiple business units through one business unit.

3 Report Subscription is located under Reports from the Customer Activities menu. Functionality is present under Available Reports, Subscribed Reports, and Report Tracking. The user can select Available Reports to access functionality to subscribed to a report. The Available Report screen allows a user to select from a list of reports and be able to filter the list of reports by Business Unit, Functional Area and Report Name. Filters Available Reports

4 To retrieve the run parameters and a detailed description of a report, put cursor on a report and click on the Detail button.

5 To subscribe to a report, put cursor on report and click the Subscribe button.

6 After pressing the Subscribe button, the Create Report Subscription page will display. From this screen the user can create a name in the Subscription Name field. By entering a Report Name it allows the user to subscribe to this report more than once.

7 The user can provide the appropriate criteria to filter. Select Add or press the enter key to add filtering criteria. Customer can use the lookup and select Service Requester Abbreviations or Customers can enter multiple Service Requester Abbreviations by entering a pound (#) sign in between each Service Requester Abbreviations. Multiple Service Requester contracts, Rate Schedules and/or Location Props can be entered by using a comma (,) sign in between each contract, rate schedule or location prop.

8 There are two formats that the user can select for the output format. The two formats are PDF and CSV.

9 The user can select an address. The options are populated from the Notification Screen under Preferences. From the My Profile screen, the user can enter an addresses in the Work, Home and Other address fields.

10 The LINK user can indicate a report generation schedule. Note, the hour of time is based on military time. User can add up to five time selections per subscription. In addition to receiving reports on a specific day and time, a variety of reports may have a special schedule that can be selected. However, because the normal and special schedule cannot be combined for one subscription, a separate subscription for the special schedule is needed. By clicking Final Monthly user will subscribe to receive a report at 2:10 p.m., the 1 st day of the month for the previous month. By clicking Measurement Close, user will subscribe to receive a report at 2:10 p.m., the day Accounts Receivable closes. 5

11 After user populates the criteria on the Report Subscription page click the Subscribe button to subscribe to the report.

12 Once the Subscribe button is clicked the subscription will automatically go to the Subscribed Report screen.

13 From the Subscribe Reports screen user can Edit, Unsubscribe, Suspend or Activate a subscription. To edit a subscribed report select the check box next to the report to be edited and press the Edit button.

14 The user can now edit the report subscription parameters for the specific subscription. When edits are complete, the Subscribe button is pressed to submit the changes. In this example additional days and a time were added for the report to be generated.

15 The user can temporarily stop reports from automatically being generated by selecting the box associated with the report and pressing the Suspend button. The Activate button is used to reactivate the report generation. To remove a subscription click the Unsubscribe button.

16 To review a three day history of generated reports the customer can access one of two ways. First from the Subscribed Reports screen. by put an x in box of the report you want to view. Go to Related Screens, select Report Tracking as displayed in the screen below. Cursor on the report to view and click the View button in the top right. Another way to view the report is by going to Customer Activities, Reports, Report Subscription, select Report Tracking. Cursor on the report to view and click the View button in the top right.