Report and Job Maintenance

The Report and Job Maintenance screen allows you to set up the report/process parameters, and files associated with a report or process. Additionally, you can add a Personify application/subsystem to the system and define the parameters and files so that the related reports/processes function adequately.

To create a new application setup:

1. From the left navigation menu, select Reporting > Report and Job Maintenance.
   The Report and Job Maintenance screen displays, as shown below.
   
2. Select the Subsystem from the drop–down.
3. Enter the Job Name.
   If you are creating a new Crystal Report, please follow the naming convention of subsystem acronym followed by a four digit code (e.g., ORD8000). User–defined reports should start with numbers greater than 8000.
4. Select the Submit Type from the drop–down.
   If you select "Available for Batch Submission" or "Available for Both", please see Adding Job Files to a Report.
   If you select “Available for Online Submission” or “Available for Both”, please see Adding Linked Screens to a Report.
5. Select the Application Type from the drop–down.
6. Enter the Program.
7. Enter the Description.
8. Enter the Help Text for the report.
9. Enter the Job Priority.
10. Set the toggles that apply:
    1. Allow Concurrent Runs
       Be careful when setting the Allow Concurrent Runs toggle to Yes because some reports, such as revenue recognition, will clog data.
    2. Allow Job Cancellation
       This toggle is set to Yes by default.

Add Job Parameters

To add parameters to the report, perform the following:

1. From the Job Parameters section, click the +New Job Parameter link..
   The Add Job Parameter screen displays.
   
2. Enter the Parameter Name.
3. Enter the Parameter Caption.
4. Enter the API Property Name.
5. Enter the Data Field Name.
6. Enter the Default Value.
7. Enter the Display Order.
8. Enter the Parameter Length.
9. Select the Parameter Size from the drop–down.
10. Select the Data Type from the drop–down.
11. Enter the Help Text for the parameter.
12. Select the Control Type from the drop–down.
13. Select the Convert Case from the drop–down.
14. Set the toggles that apply:
    1. Required
    2. Read Only
    3. Spell Check
    4. Multi Select
    5. Advanced Parameter
15. Click Save.

Add Job Files

To add job files to the report:

1. From the Job Output Files section, click the +New Job File link.
   The Add Job File screen displays.
   
2. Select the File Type from the drop–down.
3. Enter the File Name.
4. Select the Print Style from the drop–down.
5. Click Save.