Reports - Information field descriptions

The same fields are on the Information page for each report in Distribution SX.e. Fields are presented in alphabetical order within each section.

Report Information

Group: Specify a report group to process this report with related reports. There is not a specific function to set up report groups. To create a new group, specify the group name in this field. The value is not validated. If you assign a report to a group, do not specify a date in the Schedule section. The start date and time for reports that are assigned to a group are maintained in RS Job Group Setup.
Priority: This field is displayed if you assign a group. Specify the priority for this report within the specified group. Valid values are 1-9; 9 indicates the highest priority.
Report Title: The system name of the report is the default report title but you can override it. The report title is displayed at the top of the report.

Printing Information

IDM Save Copy

This field is selected by default if the Save Print/Email Report Copies to IDM option is selected in SA Administrator Options-System-Options. Uncheck IDM Save Copy to override the Save Print/Email Report Copies to IDM selection for the current one-time or stored report, and you are sending the report output to print or email.

The Save Print/Email Report Copies to IDM option, when selected, saves reports that are sent to a printer or emailed in Infor Document Management (IDM). Uncheck the IDM Save Copy option when you create a one-time or stored report that should not be archived in IDM.

Override Output Style to Text

Select this option to send the report to View or Email as a text file, rather than a PDF. The file is formatted as a text file (.txt) and is displayed on your screen or attached to the email. If you are printing a form such as a statement or invoice, the form must be set up for Print Format 1. Forms that are printed using Print Format 3 or 4 are not impacted when you select this option.

When the report output to Excel feature is enabled, you must select this option to generate Excel output for a report. The text file is converted to an Excel file, which is then sent to the print type that is specified on the report. If you do not select this option, then a PDF is created.

You can also set up a business rule in SA Business Rule Setup that automatically sends the report as a text attachment to an email.

To print select reports' output to text, set up the Force Text Output business rule in SA Business Rule Setup. The business rule should be set up for each report that should be output as a text attachment to an email instead of PDF. The Rule Value for the Force Text Output business rule attribute should be set up with each report acronym, separated by a comma. For example, to email customer statements to a third-party forms provider as text output, add the Force Text Output business rule with a Rule Value of ares. When you run Customer Entry Statement Print Report, select a Print Type of Email and specify the third-party provider's email address. All statements that meet the report criteria are sent in a .txt file attachment.

The Force Text Output business rule ignores the setting for the option PDF Conversion for View and E-mail in SA Administrator Options-System-Options for any reports listed in the Rule Value field. This rule is applied only for reports set up as Format 1 or 3 in SA Administrator Options. It does not apply to Format 4 reports.

Print Options Page

Select to print the options page with the report. You must select this option to generate Excel output.

Print Type

Select a method by which you receive the report results. You can view the results in the Report Viewer context application, print the results on paper, or send the results to a fax machine. You can also save the results to a file directory in the cloud or send them to a recipient as an attachment to an email. If Dropbox is enabled for Distribution SX.e and you have an account, then you can send the results to Dropbox.

If you select File as the Print Type, the report output is stored in the /reports/[TenantID]/ directory. You can use the SA Print Unix File Report to retrieve the report output. Reports are automatically purged from this directory after 120 days.

If you select Fax or Email, you can look up a specific contact record. When you locate the contact and select it, the primary fax number or email address from the contact record is loaded into the correct field. You must specify the fax recipient company and contact name in the Fax To 1 and Fax To 2 fields.

The Print Type setting applies to the report only. It does not affect the output format of the documents that are generated by the report, such as an EDI document.

Queue

Queues are sequences of scheduled jobs or job groups, each with an assigned date and time to be processed. Report Scheduler uses queues that you create to logically organize print jobs into manageable groups. Specify the report queue that you want to place this report in. The Allow Queue Override setting in SA Operator Setup-Preferences determines if you can modify this field.

The default queue depends on the default queue setups in this hierarchy. You can override the default setting.

The default report queue in the Preferences section of your SA Operator Setup record.
The function-specific default queue in RS Default Queue Administration
The module-specific default queue in RS Default Queue Administration
The wild card default queue in RS Default Queue Administration

Schedule

Date: Specify the date the report should begin processing. The current date is the default value for this field but it can be overridden. The system supports two date formats: month/day/year or day/month/year.
Schedule Type: Select the start code that determines when the report is scheduled to be processed. The code is set up in SA Table Code Value Setup.
Time: Specify the time the report should begin processing on the date specified. This is an approximate time and allows the system to prioritize stored reports.