• 1 Automatically Generated Report Bundles
  • 1.1 Viewing a Report Bundle
  • 1.2 Disable Report Bundles
  • 1.3 Payroll Archive
  • 1.4 Job Scheduler 
• 2 Creating a Report Bundle
  • 2.1 A list of Reports and Runnable Canned Reports
  • 2.2 Editing the Report Bundles
  • 2.3 Enable/Disable Report Bundles
  • 2.4 Search/View Report Bundle
  • 2.5 Delete
• 3 Schedule a report bundle
  • • 3.1.1 Schedule an AOS Report Bundle
  • 3.2 Cron Job Type
    • 3.2.1 Job Scheduler
  • 3.3 Event Job Type
  • 3.4 Immediate Job Type 

Report Bundles are used to automatically generate reports by the system to be listed under Utilities/File Archive/Payroll Archive or to set up single or multiple reports to be emailed to a user at any time. 

If modifications are made to a report parameter and it's an existing report bundle:

• If it's scheduled on an Event, then any changes to the Report Bundle parameters will be picked up the next time it runs (because it kicks off a new job each time).

• If it's scheduled with a Cron Job, so it has a Job consistently out there in the Job Scheduler, then they'd have to delete and reschedule that to pick up changes to the report params.

 

Automatically Generated Report Bundles

The listed SSDT report bundles will automatically generate reports to the Utilities/File Archive/Payroll Archive when certain actions trigger the events.  A list of Trigger Events can be found in File Archive#PayrollArchiveReportBundles

Viewing a Report Bundle

By viewing a report bundle, you can see the detail of what event triggers the reports and exactly what reports are created from this bundle and sent to the Payroll Archive.  Click on 

 to view the specific Report Bundle:

 

Disable Report Bundles

Only Group Manager and Administrators are able to Enable and Disable Payroll Archive Bundles

A district has an option to disable report bundles so the reports will not be sent to File Archive.  To disable a report bundle from going to File Archive, simply uncheck it:

.

Report bundle is Enabled by having the box checked:

Report bundle is Disabled and will not create reports to go to the Payroll Archive by unchecking the box:

Payroll Archive

To view the reports, go to Utilities/File Archive/Payroll Archive. For more explanation, please go to File Archive#PayrollArchive

Job Scheduler 

A Report Bundle that was triggered, will then be listed under Utilities/Job Scheduler. 

For more detail view of the report bundle, click anywhere on that line.  It will show the information about the Job.  The Job Result lists each report.  The SSDT Report Bundles will be deleted out of the Job Scheduler the following morning:

Creating a Report Bundle

To Create a new Bundle of reports, click on 

 :

Field Definitions:

Enter a Report Bundle Name

A Description of the Report Bundles can be entered 

Tags can be created by the user.  Tags are user-defined words that mean something to the user to help categorize report definitions. For example, a tag could be 'YEAREND' or 'MONTHLY' reports.  Then they can use these tags for several other reports , enabling them to search for them easily in the Grid.

To create a bundle of Reports, click on 

 under Select a Report to Add to the Bundle:

A list of Reports and Runnable Canned Reports

Canned reports are reports that are normally run from the Reports menu and Template reports are reports created using Custom Report Creator.

• YES - All Canned reports are listed, but only the SSDT-supplied Template reports used for Payroll Archive are listed.

• YES* - No parameters are required, so it can be run at any time.

• YES+ - You can run these interactively, but there is no good way (yet) to specify all the parameters required.

• YES#  - You can schedule these as long as you specify date shortcuts for the parameters

• YES++ - These are only available when printing Checks or Direct Deposit notices from the Payroll Detail view. The PDF versions are customizable via XDoc.

The reason why some reports cannot currently be run interactively is that most of them require specific information regarding something that has happened (an Event) in the system. For example, the SSDT Payroll Report does currently allow you to run it interactively, but it is only possible to run this report when we are dealing with a specific Historical Payroll.  If someone were to schedule this job to run each week (for example), which Historical Payroll do we create the payroll for?  However, when triggered by the PayrollPostCompletedEvent, there is a specific Historical Payroll that has just been created, and the Event supplies the information to the Report Bundle so it knows what to do.

Some of the reports that currently cannot be run interactively or triggered by an Event can be re-evaluated if there are requests to convert it and it is possible to do so.

 

 Select the report and then click the 

 next to the report in the 'Select Report run Parameters for selected Report':

Once selected, this report will then show under 'Report runs in Bundle':

If needing to add more reports to the bundle, select another report from the 'Select the Report to Add' option. Then click the 

 next to the report under 'Select Report run parameters for selected Report' box.  This report will then show with the others in 'Report runs in Bundle' box:

**NOTE** Two new reports are available via the Report Bundle UI: SSDT Payroll Report and SSDT W2 Report.  There is a new event that is capable of triggering an SSDT Payroll Report whenever a Payroll is posted.  When any payroll posting is complete, the PayrollPostCompletedEvent will be fired, and if a report bundle is set to run on this event and there is a SSDT Payroll Report in the corresponding bundle, it will create the report and send the result as specified in the bundle (right now, the only meaningful choice is an email address, but it will be able to be saved to the File Archive for Payroll CD replacement purposed).  Many more reports and events will be added to this capability.  The W2 Report currently can only be ran during Report Bundles.

Click on 

 to save the Report Bundle: