Scheduling a Custom Monthly Report Bundle

A custom Report Bundle can be created to schedule additional reports to be sent to the Monthly File archive along with the standard SSDT Monthly Report Bundle.

Create a Report Bundle with the Additional Reports Desired

To Create a new Bundle of reports, click on  option.

1. From the menu, select 'Report' and click on 'Report Bundles.'
2. Click on 
   1. Report Bundle Name: Name of the Report Bundle that will show in the grid and on scheduled Report Bundles.
   2. Description: Option to add additional description detail that will show in grid by default
   3. Tags: 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.
      
      
3. To create a bundle of Reports, click on  or start typing the report name under Select the Report to Add to the Bundle.
   
   
   
   
4. Once selected, this report will then show under Click + to Add this report with the desired Report Options to the Bundle. This grid will show one row for each of the saved parameters (created from the "Save and Recall" option) that exists for the chosen report. Use the  icon to select which version of the report to add to the Report Bundle.
   
   
   
   
5. The report will show that it has been added to the 'Reports currently in the Bundle' box below.
   
   
   
   
6. To add more reports to the bundle, select another report from the 'Select the Report to Add to the Bundle' option. Then click the  next to the report under 'Add this Report with the desired Report Options to the Bundle' box.  This report will then show with the others in 'Report currently in the Bundle' box.
   
   
   
   
7. To modify the report parameters for reports included in the Report Bundle, click on the icon next to the report in the grid at the bottom of the pop up window.
   
8. Update the report parameters as needed
   1. Click  to save the updated report parameters
   2. Click  to continue with the original report parameters
   3. Click to generate the report on demand with the entered parameters 
      
      
9. Click on  to save the Report Bundle. 
10. To Exit out of the report bundles selecting option, click on the x in the right had corner.
11. After the Report Bundle has been created, it will show in the Report Bundle Manager grid.

Schedule the Report Bundle to Send Reports to the File Archive when the Posting Period is Closed

1. To schedule a report bundle, click on .
   
   
   
   
2. Enter Job Parameters to schedule the Report Bundle
   1. Job Types: Select one of 3 Job Type Options to determine when the Report Bundle will be generated. The parameter fields below will change based on which Job Type Option is selected. See sub sections below for additional information on each Job Type. 
   2. Job Name: Defaults to what is displayed in the 'Name' parameter.  You can overwrite the default job name.
      If the report is scheduled using the Cron option, the Job Name must be unique for each scheduled job.  
   3. Send Output to: Enter the email of the intended recipient; you can enter multiple email addresses by separating each with a comma.

      
      The Email Notification Services module must be installed and configured in order to send Report Bundles via email.

   4. Archive type: Determines if reports in bundle will be combined and sent together or sent in individual notifications for each report chosen.

      1. Send a single notification with multiple attachments (One email with multiple attachments)
      2. Send a multiple notifications with a single attachment (Multiple emails with a single attachment in each)

Event Job Type

This Job Type  can be scheduled to run based when a specific action is prompted in USAS-R.

1. Select Event as the Job Type
   
   
   
   
2. Select an Event for when to run the Report Bundle from the drop down
   1. Events correspond to actions that happen in USAS-R
   2. For Example, selecting the event org.ssdt_ohio.usas.model.fiscalPeriod.FiscalPeriodCloseEvent will generate the report bundle when the last period of the fiscal year is closed on the Core/Posting Periods page.
3. Enter the remaining parameters
4. Click to schedule the Report Bundle