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 accounts in Temenos Infinity, Cases, Persons, Promises, Payments, End User performance, and workflows. 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 Temenos Infinity 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.

Temenos Infinity includes pre-defined reports for each module.

Show Collection Reports

The following predefined reports are available for the Collection module:

Report

Description

ACH Transactions

This report provides transaction details in the debit and credit files. It displays both debit and credit transactions, and can be run for a range of dates based on the Effective Date or the Calendar Date.

A new RDL is available for this report.

Collection Queue Summary

This report provides a list of all the queues, identifying the number of accounts within each as well as what the Total Amount Due (delinquent amount) is. It shows how many accounts are in the backlog (how many accounts were due to be worked but haven’t been yet) as well as the upcoming schedule for how many accounts have next contact date for the upcoming days.

All active queues that have at least one user assigned are displayed on the report.

Total Users is a count of the unique users that are both assigned to the report as individuals and belong to a Security Group assigned to the report.

Collector Production

This report displays specific Collector Performance details based on the date range entered at the time running the report. It identifies the number of accounts worked, in what queue, what account numbers, what workflow, and at what time.

Collector Production Enhanced- All Users

This report displays Collector Performance information for all users in the system for calls, contacts, and promises, both kept and broken, for the date range specified at the time of running the report. This is broken down to show their actual numbers as well as what their target numbers are, which is set up by the managers within the system.

Collector Production Enhanced - Single Users

This report displays Collector Performance information for a single user in the system for calls, contacts, and promises, both kept and broken, for the collector and date range specified at the time of running the report. This is broken down to show their actual numbers as well as what their target numbers are, which is set up by the managers within the system.

Comment Audit Report

This report can be used to report on workflow history comments that have been modified within Temenos Infinity, based on Date Range and Account/Case. This report only returns results if there are users that have been granted the permissions necessary to Edit Comments in the workspace.

Criteria Queue Info

This report provides a list of all the queues within the system along with the criteria that has been defined within each queue.

Criteria Queue Listing

This report provides a list of accounts within the queue chosen when running the report. The report counts the total accounts within the queue, the total balance, and the total delinquency amount.

Criteria Queue Summary

This report provides a list of all queues within the system, identifying how many accounts are in each queue and the total delinquency amount.

Daily Recoveries

This report provides a list of all payments recorded on a specific date (identified at run time), total recoveries for that same date grouped by queue, and total recoveries for the month to date grouped by queue.

Delinquency Summary

This report displays the number of accounts that are delinquent in the specified days range as well as the total delinquency amount for each range.

Income Interruption

By default, this report returns information on all Income Interruption records in Temenos Infinity. These results can be narrowed down by Account Number, Release Type, Max Decision Date, Max Import Date, Max Release Letter Date, Max End Deferment Date, Max Release Date, Source, and/or Event Code.

Past Due Summary

This report displays the number of accounts within the specified days delinquent range corresponding to the delinquency amount ranges entered at the time of running the report.

Promises to Pay

This report displays promises for each user. It allows the Date Range to be selected for the Promise creation as well as the User to be included in the report. Based on these run-time parameters, the report returns the Account Number, Amount Promised, the Date the Promise was created, and the current Status of the Promise.

Reason Code Listing

This report provides a list of all of the Reason Codes that are currently configured within Temenos Infinity for selection during a workflow that includes a Reason workflow step.

User Collections Settings

This report provides the User Information and Collection Settings at the individual user, all users, and Security Group levels. The data within this report contains user data from the User Information and Collection Settings tabs within System Management > Users.

Workflow Queue Info

This report provides a list of the workflow queues within the system, identifying who has security access to that workflow queue as well as what workflows are being routed into that workflow queue.

Workflow Queue Summary

This report provides a list of the workflows that were run as well as how many occurrences for the date range and user chosen at the time of running the report.

Show Core Reports

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 Rule Application Difference Report 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.
Security Group Permissions	This report provides institutions the ability to identify the permissions and users within one or more Security Group. The data within this report contains a list of all users within the Security Group(s) and the users' permissions.
System Tools Usage Report	This report provides institutions the ability to identify dashboards, letters, reports, views, and workflows that have not been used since a specific date. When this report is run, users are presented with a toolbar that enables them to define the Last Used Date for the report, and determine if the report includes a record of the tools with an empty Last Used Date.
User Permissions	This report provides the User Information, Security Groups, Permissions, Restrictions, and Lending Settings at the individual user, all users, and Security Group levels. The data within this report contains user data from the User Information, Security Groups, Permissions, Restrictions, and Lending Settings tabs within System Management > Users.

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 tab or new browser window.

If a user attempts to view a report, without the proper permissions, he or she will receive and Insufficient Permissions error message.

The Report appears on the screen.

Reference the following list for an overview of tips to consider for certain filters, or required fields, that may appear to run a report:

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 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.

Reference the following list for an overview of tips to consider when printing a report in Temenos Infinity:

When using Internet Explorer 10 and SQL 2008 R2 RTM, trying to print a report 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.

When printing a PDF of a report, the columns of the report do not print within one page if the content is wider than the page width, even when the Shrink to Fit print setting is enabled.

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

Reference the list below for an overview of behavior that may occur for certain fields when a report is generated:

If reporting on information that links across multiple tables, and there is no record to match to in one of the tables, a NULL value populates in the report, rather than a value of False. For example, if the Policy in Force flag is included in a report, the field populates a blank value in the report for persons who have the Policy In Force flag set to 0 in the database, rather than a value of False.
Fields that are encrypted in the database, such as custom fields, display the encrypted value in a report.

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.