Collapse All Expand All

New reports can be created to view information about applications in Temenos Infinity. 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.

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 Application This report type includes fields specific to an application. 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 Temenos Infinity. For more information on this functionality, please see the Credentials section of the Users topic in this guide.
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.
Vendor Report	Select the check box to identify the report as a vendor report. This check box is only enabled for Application type reports. By default, this check box is set to false. When set to true, the report populates as an option to assign to a vendor for use in a vendor instance of Virtual Capture. A two-box control populates within the Security tab in the report configuration window to assign vendors to the report, and the report is listed as an available option to assign to a specific vendor within the Vendor Portal Reports tab in Vendor Management. For more information on assigning reports to a vendor, please see the Security section in this topic, and/or the Vendor Portal Reports section of the Vendor Management topic in this guide.

Fields

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:

• Twenty commonly-used Aggregates and Ratios and ten commonly-used Scores can be configured within Field List Configurations. These configurations allow Primary and Joint Applicants, aggregates, ratios, and scores to be displayed in a single row within a report for easier readability.

  For more information, please see the Field List Configuration topic in this guide.

• Adding fields from any of the "All" folders in the Field List, such as All Applicants for an Application type report, could produce multiple records for an application when a report is generated. For example, if fields from the Application > All Applicants > Addresses > folder are included in the report, and the primary applicant has three addresses, three separate records populate in the report; one for each address. If there is a joint on the application, 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 application in the report, use the report Criteria to filter data for a specific address type, or applicant type, or use fields from specific folders in the Field List in place of the "All" fields. For example, use fields from the Primary or Joint folders, rather than All Applicants.
• 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

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

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, and where it is delivered, as shown in the below example:

Upon selecting Based on Schedule, the Schedule tab updates to include the following attributes, which provide the ability to define the time configurations, and delivery location, for the report:

Attribute	Description
Select how you want this report to be scheduled	Provides the ability to define the frequency in which the report as run, as well as the start and end dates for the report's generation. This attribute includes the following three sections of information:   Section Description Section 1 Select a one of the following radio buttons to determine the frequency in which the report is run: Hour Daily Weekly Monthly Section 2 Define additional information about the frequency in which the report should be run, such as the specific days of the week, or months of the year. The information that appears in this section is based on the frequency selected to allow system administrators to define specific details for their desired time-frame: Hour When Hour is selected as the frequency, this section appears as follows: Enter a numerical value within each text box to determine how often (in hours and minutes) the report is run. For example, every 6 hours and 15 minutes. Daily When Daily is selected as the frequency, this section appears as follows: Select one of the following radio buttons to determine if the report is run once every certain number of days, or once each weekday: Every [ ] days - Runs the report once after the number of days configured for the parameter have passed. If this value is desired, enter a numerical value within the text box to define the number of days that must pass between each report generation. For example, every 2 days. Every weekday - Runs the report once every weekday. Weekly When Weekly is selected as the frequency, this section appears as follows: Enter a numerical value within the text box to define how often (in weeks) the report is to be run, and select the check box next to each of the desired days.  Monthly When Monthly is selected as the frequency, this section appears as follows: Select the check box next to each month in which the report should be run, as well as one of the following radio buttons to define when the report is run during that month: On week of month [ ] - Runs the report on specific days of the 1st, 2nd, 3rd, 4th, or last week of the month. If this value is desired, select an option from the drop-down list to identify the week of the month the report is to be run, and a check box next to each day of that week that the report generation should occur. On calendar days(s) [ ] - Runs the report on specific days of the month. If this value is desired, enter a numerical value within the text box to determine on which calendar days the report is to be generated. Section 3 Define the Start and End options for the report's schedule, such as the date the schedule starts, the time of the day the report is run, and the last date the report is generated on the schedule.
Deliver Report To	Provides the ability to select one of the following values from the drop-down list to determine if the scheduled report is delivered via email, or to a Windows file share location defined by the institution: By default, this attribute is set to Email. Email - The report is sent to the email address(es) entered within the Subscribe tab of the report configuration window. Windows File Share - The report is sent to the File Path location defined within the Report Server Credentials section of the General tab in Administrative Settings, or the Windows File Share Configurations section of the report configuration window. Both - The report is sent to the File Path location defined for the report, as well as the email address(es) entered within the Subscribe tab. When set to Windows File Share or Both, additional fields populate within the Schedule tab to define the details for the file being generated. Please see the Windows File Share Configurations section in this topic for more information. If set to Windows File Share or Both, a folder must be created by the institution in the file path location for the report prior to the report being delivered. A minimum requirement to export reports to a shared location is SQL Server 2014 or higher.

Windows File Share Configurations

When Deliver Report To is set to Windows File Share or Both, the Schedule tab updates to include a Windows File Share Configurations section, as shown in the below image. This section includes the details that must be defined for the file being sent to the share drive.

The following required fields populate within the Schedule tab to define the details for the file being generated for the report:

Attribute	Description
File Name	Enter the name of the file. If it is desired to add a file extension when the file is created, select the check box below the File Name attribute titled Add a file extension when file is created. The Add a File Extension check box defaults to false.
Path	Enter the file path location where the report is to be exported. If a file path is not defined, the report is exported to the File Path location set within the Report Server Credentials section of the General tab in Administrative Settings. The file path location must begin with "\\" in order to conform to the Uniform Naming Convention (UNC) format. If "\\" does not appear in the beginning of the file path, an error is received upon saving the Administrative Settings page. A folder must be created in the file path location by the institution, prior to the report(s) being delivered.
Render Format	Select an option from the drop-down list to identify the format of the file being generated. This drop-down defaults to Excel, and includes a list of the following values: Excel PDF XML file with report data CSV (comma delimited) Data Feed MHTML (web archive) TIFF file Word
Overwrite Options	Select one of the following options to determine the behavior that occurs each time a file for the report is generated and placed in the share location: By default, this attribute is set to Overwrite an existing file with a newer version. Overwrite Option Behavior Overwrite an existing file with a newer version This option overwrites the existing file in the share path location, and replaces it with the new file generated for the report.  Do not overwrite the file if a previous version exists This option does not overwrite an existing file in the share path location. When there is an existing report in the share path location, the new report is not generated on the server, but is added to Report History for later viewing. Increment file names as newer versions are added This option adds a new file to the share path location with an underscore and number, which increments as newer files are added. For example, Report File.pdf, Report File_1.pdf, Report File_2.pdf.

Security

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

When the Vendor Report parameter is set to true for an Application report, the Security tab appears as follows:

The following Security attributes are defined within the Security tab:

Attribute	Description
Assign Users	Select the desired users from the Available Users list, and move them to Assigned Users list, to provide users access to the report in Temenos Infinity. The Available User box includes a list of all active users in System Management > Users.
Assign Groups	Select the desired security groups from the Available Groups list, and move them to Assigned Groups list, to provide users in the group access to the report. The Available Groups box includes a list of all active security groups in System Management > Groups > Security Groups.
Assign Vendors	If the Vendor Report parameter is set to true, select the desired vendors from the Available Vendors list, and move them to the Assigned Vendors list, to provide vendors access to the report in a vendor instance of Virtual Capture. The Available Vendors box includes a list of all active vendors in System Management > Origination > Loan > Vendor Management.

Subscribe

If Based on a schedule is selected in the Schedule tab, and the Deliver Report To attribute is set to Email or Both, 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.        

Categories

The Categories tab provides administrators with the ability to assign the report to specific categories. 

The following attribute is defined within the Category tab:

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.

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:

  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.

  The field list is a feature used throughout Temenos Infinity 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 Temenos Infinity. 

  

  

  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.

  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, and the report has been configured to deliver to an email address, 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.

  If a report is configured to run based on a schedule, and deliver to a Windows File Share location, report server credentials must be defined for the institution within the General tab in Administrative Settings. If a username, password, and/or default file path has not been defined, an error is received when trying to save the report configurations. For more information, please see the General section of the Administrative Settings topic in this guide.

• 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.

 

 

---

©2022 Temenos Headquarters SA - all rights reserved.

Send Feedback