Reports

Reporting is integrated with Microsoft SQL Server Reporting Services, which allows an administrator to format reports and select various output formats.

Users can create an unlimited number of additional reports. Reports can be run on-demand by anyone who has permission to run the report or can be scheduled to run at certain times. Scheduled reports can also be automatically emailed to specific people after they are generated. New reports can be created to view information about , . Reports can accessed from the Work section in the Ribbon Bar.

Reports are classified as Standard, Predefined, or Advanced Reports.

Report Type

Definition

Standard

Report created by users in the Report Writer. These reports can be enhanced using the Report Builder.

The Fields and Criteria tabs of the Report Writer must be used to define Standard reports.

Predefined

Report provided by Temenos or uploaded to the Lifecycle Management Suite as a custom RDL. Fields and Criteria are not available to be modified.

Users are able to make copies of Pre-defined reports and modify the look and feel using the Report Builder.

Advanced

User-created report compiled by writing or importing a query to gather data rather than using the Report Writer. Knowledge of the database structure and SQL Querying are required in order to construct these reports.

With the exception of Security, Advanced reports are created entirely in the Report Builder.

Clicking in the Ribbon bar opens the Reports page.

The Reports page organizes report information into the following columns:

Column Name	Description
Name	The name of the report.
Last Modified	Denotes when the last modification was made to the report.
Modified By	Denotes who made the last modification to the report.
Creation Type	The type of report identified when the report was created.

The Lifecycle Management Suite includes pre-defined reports for each module.

Show Recovery Reports

Within the Lifecycle Management Suite, the following predefined reports are classified as Collection, but are only for the Recovery module:

Report	Description
Charge Off Board	This report displays a list of accounts that have been recommended for charge-off through the Recommendation workflow step, but have not yet been approved or completed the Charge Off Account workflow step.
Charge Off Recovery By Account Type	This report displays a list of accounts that are charged off and have had a payment recorded against them within the run-time date range parameters. The results are grouped by Account Type.
Charge Off Recovery By Account Type Chart	This report displays data from the Charge Off Recovery By Account Type report in a pie chart. This report can be added to a Dashboard through the Reporting Services Web Part.
Charge Off Recovery By Assignment	This report displays a list of accounts that are charged off and have had a payment recorded against them within the run-time date range parameters. The results are grouped by queue assignment.
Charge Off Recovery By Assignment Chart	This report displays data from the Charge Off Recovery By Assignment report in a pie chart. This report can be added to a Dashboard through the Reporting Services Web Part.
Repayment Plan	This report displays all repayment plans that are in progress at the financial institution according to the status selected from the Repayment Plan Status run-time parameter. The results are grouped by repayment plan status.
Settlement Offers by Performance Group	This report displays all settlement offers created by a Performance Group within the run-time date range parameters. The results are grouped by Performance Group and lists each user within the Performance Group that created settlement offers within the date parameters.

Show Core Reports

Within the Lifecycle Management Suite, the following Core reports are classified as General, but are available for all modules.

Report	Description
Data Dictionary	This report provides a list of the fields within a particular list identifying the Long Display (the folder path to locate) along with details about the field itself. The search option can also be used to locate a specific field.
Maintenance Audit Report	This report records all changes made to User Permissions and Security Groups, noting what the Action was (Adding/Removing a Group, Adding/Removing a User, Changing Permissions), who made the change, when the change was made, and the specifics of the change. By default, the report returns all audits for the current month, but the date range can be changed at run time.
RuleApp Difference Report	This report compares two versions of the rule application within the database for differences in both business rules and decision tables. If a difference is detected, the rule's previous logic and new logic is displayed within this report. For more information, refer to the topic.
Security Groups	This report provides a list of the sections in which security permissions are established along with the current settings in each security group (none, view, change). Additionally, Administrators are able to view a user’s current activity, as well as their time of last log in.

From the Reports page, users with appropriate permissions can create reports, copy reports, edit reports, delete reports, run reports, and view report history.

The Design option is only enabled for advanced report building. For more information on this feature, contact a Temenos Account Manager and/or refer to the Advanced Report Builder help section of the user guide.

Show Running a Report

Highlight the Report that is to be run.
Click the drop-down. Reports can either be opened in a new Lifecycle Management Suite tab or new Internet Explorer window.

The Report appears on the screen.

When a report is configured to prompt the user to enter a date range, the End Date range assumes a time of 00:00:00 if a time is not appended to the end date. To ensure information for the desired end date is included within the report, add a time in 00:00:00 format to the End Date or select a date that is one day ahead of the desired end date. For example, if a report is to include information from 4/1/2015 to 4/28/2015, in order to ensure information for 4/28/2015 is included, a date range of or 4/29/2015 or 4/28/2015 11:59:59 PM must be entered as shown in the below example:

To scroll through the pages of the report, click the single arrow buttons to move page-by-page. Click the First Page button to view the first page or the Last Page button to view the last page of the report. To view a specific page of the report, enter a page value into the textbox and click Refresh.

To export the report to another format such as Word or Excel, click the Export drop-down in the report ribbon bar, and select the desired format:

To refresh the report results, click in the report ribbon bar.
To print the report, click in the report ribbon bar.

When using Internet Explorer 10 and SQL 2008 R2 RTM, trying to print a report in the Lifecycle Management Suite causes the Internet Explorer browser to refresh and close the previous session. To resolve this issue, an upgrade to SQL 2008 R2 SP2 must be performed by the financial institution.

To export the report to a data feed, click in the report ribbon bar.

Show Viewing Report History

The report history is available for reports that are setup to run based on a schedule.

There is no timeframe for how a long a scheduled report is available to be viewed as historical reports do not expire.

Highlight the report in which the history is to be viewed.
Click Show History.

A screen appears containing a calendar. An icon appears on the day the report was run.
To view the report history, click this icon.
On the bottom of the page, the time(s) the report was run displays. Select a time to be viewed and click Run.

The report appears. Reports can be exported into different formats by clicking the Select a format drop-down on the top of the page and clicking Export.

For more information on report configuration, please see the Reports Administration topic in the Administrator Guide.