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Report Binder Buttons

Report Binder - Set Up Scheduler Email Tab

Running Scheduled Tasks

Scheduler Checklists

Report Binder - Binder Information

Access this form using MIP Accounting>Reports>Report Binder.

Use this form to group reports together to be printed immediately, exported to XLS, printed to a PDF file, emailed using SMTP as a PDF file, or scheduled to be processed later. Use the Set Up Scheduler Email tab to set up default email information that is specific to the binder information entered on the Binder Information tab.

Note: If you are emailing the report binder, you must have configured your Simple Mail Transfer Protocol (SMTP) settings for email using Organization>Organization Information>Email Setup tab.

Use this tab to group reports together to be printed immediately, exported to XLS, printed to a PDF file, emailed as a PDF file, or scheduled to be processed later. This feature is especially useful if recurring monthly board reports or internal reports need to be processed immediately.

Click Scheduler to schedule the group of selected reports. It is not available if adding or editing a Report Binder. The Binder must be saved first, and then the button becomes available. For more information, see Task Scheduler.

The Report Binder only displays the Reports available in this module.

 

Name: Enter a name for the set of reports to be processed together. We recommend limiting your entry to strictly alphabetic characters (A through Z) or numeric characters (0 through 9), and avoid using symbols.

Description: Enter the description of the reports to process together.

Reports: Select the reports to include in the binder. The system displays the Report Name and Description (type of report, such as UnPostedBD for Unposted Budget Transactions) for both the Available Items and the Selected Items. Only reports in which you have "Process Rights" appear in the list (Security>Set Up Organization Menus).

  • Available Items, Selected Items: The Available Items box contains all available reports that can be included in the binder. (Default reports, appearing in brackets, are listed first.) To have a report appear in the binder, select it in the Available Items column, and click the Mover ( > ) to move it to the Selected Items column. Include as many reports as needed to make up the binder.
  • To delete a report that is included in a report binder, you must first remove the report from the binder, then the report can be deleted.
  • If you plan to email a scheduled report binder, you must have configured your Simple Mail Transfer Protocol (SMTP) settings for email using Organization>Organization Information>Email Setup tab. Note that if you email directly from the binder, without using Scheduler, the system will combine all reports into a PDF file with the report binder name as the title of the PDF to be emailed.
  • Consider using Report Binder Scheduler to schedule tasks to run automatically at scheduled times. The Scheduler works behind the scenes, polling the databases for scheduled tasks at user defined intervals. Reduce processing time by producing reports after regular office hours when there is less network traffic.