Reports Administration

New reports can be created to view information about accounts, Cases, Persons, Promises, Payments, End User performance, and workflows in the Lifecycle Management Suite. Reports can run and managed from the Work section in the Ribbon Bar.

Clicking in the Ribbon bar opens the Reports page. From this page, administrators are able to create, copy, edit, and delete reports.

The

button 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 section within this guide.

Report Attributes

All reports share common attributes that are defined when creating, copying, and editing a report.

Define

Within the Define tab, enter the general information for the report.

The following attributes are defined within this tab:

Attribute

Description

Name

Enter a name for the report. This is a required field.

Description

If necessary, enter a description for the new report.

Report Type

Select a Report Type from the drop-down. This determines what fields are included within the report data. The following report types are available for selection:

Report Type

Description

Account Report

This report type includes fields specific to accounts.

Case Report

This report type includes fields specific to cases.

Expense Report

This report type includes expense level fields that are populated from the Expenses screen.

Payment Report

This report type includes fields that are included in daily payment imports.

Person Report

This report type includes fields specific to persons.

User Report

This report type includes fields that relate to user activity.

If desired, system administrators can use this report type to create a report of active users at the institution, which can then be exported to Excel, and used to automatically populate connector credentials for each user in the Lifecycle Management Suite. For more information on this functionality, please see the Credentials section of the Users topic in this guide.

Workflow Archive Report

This report type includes fields that relate to work that is being performed within the system.

Workflow/Comment Report

This report type includes fields that relate to work that is being performed within the system with the addition of comment related fields.

Report Creation Type

Select the Report Creation Type from the drop-down. The following options are available:

Report Creation Type	Description
Standard	Reports that are built through the Temenos Standard Report Viewer.
Predefined	Reports that are built through Microsoft Reporting Definition Language.
Advanced	Reports built using the Temenos Advanced Report Designer. For more information on this feature, contact a Temenos Account Manager and/or refer to the Advanced Report Builder topic within this guide.

Upload Report Definition

Click Browse to upload a saved RDL file. This field is only enabled for Pre-defined reports.

Fields

The Fields tab is only enabled when a Standard Report is being created.

Field attributes enable administrators to select the fields that display in the report. The order that the fields are listed in this tab determines the order in which they appear within the report.

The Fields tab displays the following columns of information about each field:

Column Name

Description

Field Path

Displays the path of the field in the database.

Display Name

The name of the field as it appears in the report. Users can change the name by clicking within the column.

Sort

Defines how the field data is displayed. Clicking within the column opens a drop-down in which the user can select None, Ascending, or Descending.

Sub Total

Performs calculations at a group level. Clicking within this column opens a drop-down including the following options:

GroupBy
Sum
Avg
Min
Max
Count

If selecting the Group By option from the drop-down, the report field is grouped by the Display Name.

Grand Total

Performs a total calculation for all records in the report according to the calculation type selected. Clicking within this column opens a drop-down including the following options:

None
Sum
Avg
Min
Max
Count

Decimal Places

Defines the number of decimal places. This column is used for interest rates only.

Field Tips

Prior to adding fields to a report, it is recommended to review the following to ensure the expected data populates in the report:

Adding fields from any of the "All" folders in the Field List, such as All Persons for an Account type report, could produce multiple records for an account when a report is generated. For example, if fields from the Application > All Persons > Addresses > folder are included in the report, and the primary account holder has three addresses, three separate records populate in the report; one for each address. If there is a joint on the account, separate records also populate in the report for each address listed for the joint.

If it is desired to produce one line of data for each account in the report, use the report Criteria to filter data for a specific address type, or role, or use fields from specific folders in the Field List in place of the "All" fields. For example, use fields from the Primary or Secondary folders, rather than All Persons.

If desired, the Application > Comment > Formatted Comment field, and/or Application > Counteroffer > Counteroffer Comment > Formatted Comment field, can be added to a report to populate the formatted text for each comment. Within these fields, the comment text reflects the formatting applied to the comment in the Post Comment or Edit Comment window, such as bold, color, italics, or underline.

Any headings, numbering, color, and/or indentation applied to the comment text does display for the Formatted Comment fields in the report.

By default, the CSS tags for the text formatting populate in the Formatted Comment fields when the report is generated. Watch the video below for an overview on how to remove the tags, and only populate the formatted text in the report:

Criteria

The Criteria tab is only enabled when a Standard Report is being created.

Within the Criteria tab, use the criteria builder to specify what data is included in the report.

When a date range is not specified within the report criteria and the 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 when the report is run. To ensure information for the desired end date is included within the report, users can 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:

For more information on the Criteria Builder, see the Criteria Builder Help topic within this guide.

Schedule

Within the Schedule tab, determine if the new report is to run on demand or based on a schedule.

If Based on a schedule is selected, users can define when the report is to be run as shown in the below example:

The SQL Server Agent service must be started in the database in order for scheduled reports to run. If SQL Server Agent service is not running, an error is received when trying to access a scheduled report in the Lifecycle Management Suite.

Security

Security attributes enable administrators to assign available Users and/or Groups access to the report.

The following Security attributes are defined within the Security tab:

Attribute	Description
Assign Users	Select users from the Available Users list and move them to Assigned Users to provide users access to the report.
Assign Groups	Select groups from the Available Groups list and move them to Assigned Groups to provide groups access to the report.

If Based on a schedule is selected in the Schedule tab, the Subscribe tab is enabled. Users can enter email addresses within the text area to receive the report results once the report is run. For this feature to work, system email settings must be configured in System Management > Administrative Settings > Email Settings.

Creating a Report

To create a report, click within the Reports page.

The New Report screen appears. Complete all attributes within the Define tab.

Once all Define attributes have been entered, navigate to the Fields tab and perform one of the following actions:

Show Add Field

To add a field, click .

The field list displays.

The field list that displays is dependent on the Report Type selected in the Define tab.

If the Workflow/Comment Report Type is selected on the Define tab, an Account folder and a Person folder display in the field list, both containing person information. The fields in the Person folder pertain to the person on which the workflow was run. Because a workflow/comment is always tied to a person, and may be tied to one or more accounts and/or a case, the Report may display multiple rows for the same workflow/comment depending on the combination of Account, Person Case fields chosen. More information on the Field List can be found below.

The field list is a feature used throughout the Lifecycle Management Suite to define the fields to display on reports, views, and exports. It is also used in criteria building for reports, views, exports, and searches.

The field list is a feature used in criteria building for searches.

Each field selector window looks the same regardless of how it is accessed. In the below example, the field selector has been accessed through the Fields tab when creating a new report.

By default, the field selector opens in a tree format with expandable folders and sub-folders.

Field Tree

When using the Field Tree format, click the arrow next to the field name to expand or collapse the list of available fields. Expand each section until the desired field is found, or search for the field by entering text into the search text box, and hitting Enter on the keyboard.

Once the desired field is located, highlight the field, and then double-click the field, or select at the top of the field selector window, to add it to the field list.

Once the desired field is located, highlight the field, and then select an operator, define the value, and click Update.

Search Grid

To change the view of the field selector from a tree to a search grid format, click the View drop-down in the top of the field selector window, and select Search Grid.

Using the Search functionality, locate the desired field by entering text into the text box, and hitting Enter on the keyboard. A list of results displays including the field name and location in the Lifecycle Management Suite.

Once the desired field is located, highlight the field, and then double-click the field, or select at the top of the field selector window, to add it to the field list.

Once the desired field is located, highlight the field, and then select an operator, define the value, and click Update.

After fields have been added, the order the fields appear can be rearranged by clicking and dragging fields to their desired position. Certain field properties may also be edited by clicking within the columns.

Show Delete Field

To delete a field, highlight the field within the grid on the Fields tab and click .
The field is automatically removed from the grid.

When all fields have been added, define the report criteria within the Criteria tab.

After the report criteria has been defined, navigate to the Schedule tab to determine a schedule for when the report is to be run.

Once a schedule has been set, assign users and/or groups access to the report from the Security tab.

If Based on a schedule was selected in the Schedule tab, navigate to the Subscribe tab and enter the email address(es) to receive the report results.

If desired, assign categories access to the report from the Categories tab.

Upon completion of all report attributes, system administrators have the option to use the following functions provided within the Reports page:

When building a standard report and setting the criteria, click the Save drop-down, and select Save and Edit Design or Save and Reset Design to retain the report settings and use the Advanced Report Builder.

Validate the report criteria before running or previewing the report by clicking .

Preview the new report by clicking . This feature is only available when the report is saved for the first time.

When finished all report configurations, click or to create the new report and return to the Reports page.

The new report populates within the grid in the Reports page and can be run/accessed by all users with appropriate permissions.

Copying a Report

To copy a report, highlight the desired report within the Reports grid and click .
The Copy Report screen appears.
Navigate through the tabs and make any necessary changes to the report.
When finished, click or to retain all changes and finalize creation of the new report.

Editing a Report

To edit a report, highlight the desired report within the Reports grid and click .
The Edit Report screen appears.
Navigate through the tabs and make any necessary changes to the report.

If changes are made to the report Fields or Criteria, select Save and Edit Design or Save and Reset Design within the Save drop-down to overwrite the report's previous design.

When finished, click or to retain the changes and return to the Reports page.

Deleting a Report

To delete a report, highlight the desired report within the Reports grid and click .
A confirmation message appears. Click Yes to delete the report or No to return to the Reports page without deleting.

Attribute	Description
Assign Categories	Select a category from the Available Categories list and move to the Assigned Categories list to make the report accessible to the category.