Reports > Manage Report Package



A Report Package allows multiple reports to be generated and grouped together into a single report. It can be generated on an as-needed basis, or scheduled for automatic production. Multiple report packages can be created and scheduled at different times, if needed, to meet the unique reporting requirement of your company and/or communities. Additionally, reports packages can be associated with User profiles to further enable customization.


Report package examples:

  • Monthly board packet
  • Weekly accounting reports sent to accounting lead
  • Daily package of needed setup items



Create a Report Package 


Step 1. Navigate to Reports > Manage Report Package.

 

Step 2. Select Add Item from the Page Actions drop down menu. 

  

Step 3. Complete the fields in the Report Package window. 


 Overview Tab - General Section 


  • Title - Enter a name for the report package.

  • User - Select the User from the drop down menu that is associated with the package.

NOTE-  The User will be limited to only assigned Associations.

  • Group By- Select how to group reports when multiple Associations are selected. 

  • Disabled- Click to disable the Report Package. 

  • Apply to All Associations - Click to make the Report Package available to all associations.

  • Combine Association Report - Check this box to combine association reports. 

NOTE- This field is used in conjunction with the "Output Format" field.

  • Output Format - Determines how the output of the report package is to be produced. 

    • Use Subscription Format - Package format will match subscription(s) format.

    • Individual PDFs - The package will generate individual PDFs for each report.

    • Single PDF - This option will produce a single PDF containing all of the reports included in the package.

NOTE- This option is only available when “Combine Associations Report” is unchecked.

  • Single PDF per report - This option groups the generated reports by type of report and produces a single PDF for each type of report included in the package. For example, if the package contains 5 reports and includes 30 associations, this option will produce 5 PDF files each containing data from the 30 associations.  

NOTE- This option is only available when “Combine Associations Report” is unchecked.

  • Coversheet- Use this field to upload a cover sheet, if applicable. 

NOTE- Cover Sheet must be in Word format. 

  • Save to Report History- Check to save the package to Reports > Manage Report History page when package is scheduled. 

NOTE - If the package is not scheduled, the "Save to Report History" flag will have to be clicked when the package is run manually. 

  • Start Date - Enter the date the report will initiate for scheduling purposes.


Overview Tab - Mailing Section 


Send To - Check boxes to automatically email the generated report to selected recipients.

NOTE-  When producing the report package from the reporting menu, you will have the option to change these settings.

From - Enter the name you want to appear as the Sender on the email. 

Reply To - Enter the email address you want recipients to reply to.

Subject - Specify the email title for the report package. 

Body- Enter the text of the email in the text editor window. CLICK HERE for more information on using the built in text editor. 

Bcc - The private email location where this report package will be sent. 

Cc - Additional emails to receive the generated report package. 

Include uManage Link - Email to recipient will include link to uManage.


Associations Tab

This tab displays the Association(s) currently included in the report package. To add an Association, select it from the All Associations pane and use the left arrow to move it to the Associations pane. 


Subscriptions Tab

This tab displays the report Subscriptions currently selected for this report package. To add a Subscription, select it from the All pane and use the left arrow to move it to the Subscriptions pane. 


Profiles Tab

This tab displays the User Profiles currently selected for this report package. To add a Profile, select it from the All Profiles pane and use the left arrow to move it to the Subscriptions pane. 


Step 4. Click the Save button to finalize, or the Save Add button to add an additional Report Package.



Delete a Report Package


Step 1. Click the Trashcan icon for the package you need to delete. 


 

Step 2. Click Confirm on the confirmation pop up. 

  


Edit a Report Package


Step 1. Click the Pencil icon to open the record.

 

Step 2. Make changes to the package, as needed. 

  

Step 3. Click the Save button to finalize your changes. 


Copy a Report Package - The Copy feature allows you to copy a previously saved Report Package. This can be helpful when a new report package may have minor differences to an existing package, such as the auto-generation schedule or cover sheet. 


NOTE- To make changes to the newly copied package, follow the steps for editing above. 


Step 1. Click the Copy icon.


 


Step 2. Click Confirm in the confirmation pop up window.