Online Help Home > Admin > Setting Up Reports

Setting Up Reports

Overview

Your eCredit setup can include both standard reports and custom reports. As the eCredit Business Administrator, you can edit both standard and custom report details, such as output format and delivery mode. If the report has been set up for batch generation, you can schedule the report, cancel the schedule, and view scheduled events for the report.

The selections you make for the Delivery Mode and Output Format become the defaults when the user generates the report. When generating the report, users are able to select any output format. If the report is set up for both e-mail and screen delivery, users can choose to generate either of the delivery methods or both.

Important: If you clear the selection for one of the Delivery Methods, you are not able to change the selection after saving it. If you need to restore a delivery method that you have cleared, contact eCredit.

If you clear the selection from Is Displayable, the parameter does not appear as a parameter that users must enter when they generate the report. Clear the Is Displayable selection when the parameter has a consistent default value that you do not want users to change.

About scheduling reports for batch generation

eCredit can set up any of your periodic reports for batch generation. When a report is set up for batch generation, eCredit enters the trigger that generates the report on the schedule you require. Using batch generation, reports are scheduled on a regular basis without the need for a user to be involved in the generation.

Batch generated reports can be sent by e-mail or FTP transfer. If the reports are sent to your FTP server, the FTP setup can include an e-mail address used for notification that the reports are available.

When reports are set up for batch generation, they can include dynamic parameters. Dynamic parameters are calculated by eCredit when the report is generated, so that you do not need to enter the specific information, such as the specific dates for the time frame covered by the report, each time the report is generated.

About report parameters

Report parameters are information that is provided when the report is submitted for generation so that the report includes the desired output. For example, the start and end dates that specify the time frame that the report covers are common parameters. eCredit supports static and dynamic parameters. You enter a fixed value for a static parameter when you generate the report. Dynamic parameters provide the information that eCredit uses to calculate the value at run-time. eCredit sets up dynamic parameters when defining the report. Dynamic parameters have a data type of character, and the default value is entered in brackets. Dynamic parameters can be used for batch and online generation.

eCredit defines report parameters, but you can edit the display label, default value, and Is Displayable selections for report parameters.

The following table describes the dynamic parameters that eCredit supports.

Parameter Name	Entry in Default Value field	Description
Current Date	[CDD]	Supplies the current system date at run-time to the reporting engine, using the YYYY-MM-DD format.
Current Datetime	{CDT]	Supplies the current system date and time at run-time to the reporting engine, using the format YYYY-MM-DD HH:MM:SS.
Current Week-end Date	[CWE]	Supplies the current system week-end date at run-time to the reporting engine, using the format YYYY-MM-DD. The week is defined to start on Sunday and end on Saturday.
Current Month-end Date	[CME]	Supplies the current system month-end date at run-time to the reporting engine, using the format YYYY-MM-DD.
Last Week-end Date	[LWE]	Supplies the previous week-end date at run-time to the reporting engine, using the format YYYY-MM-DD.
Last Month-end Date	[LME]	Supplies the previous month-end date at run-time to the reporting engine, using the format YYYY-MM-DD.
Any date/time parameter from above plus or minus a number	[Date parameter (+ or - N)] where N is a whole number between -999 and +999 that indicates a number of days. For example, to generate the report for 10 days after the end of the month, enter [CME+(10)]	Adjusts the date for the specified parameter by the number of days entered.
Current User ID	[UID]	Supplies the currently logged on User's ID as an input parameter for the report.