Vendors can create customized reports to receive specific information from their WinRed account. Custom reports can be beneficial as you can select chosen fields and a delivery method.
Custom Reports Tab
You will see a card for each report, with the Report Type and Name at the top. Below will be the report's details, including who created the report, the date on which the report was created, the frequency of the report being run, and the delivery method of the report; if the report was given a File Name, that will also be displayed.
Create a Custom Report
Click the green Create Custom Report button on the same tab and select the report type you want to create.
A Bill-Pay Fees report will include the vendor's fee on a committee account.
Once the type of report is selected, you'll be taken to the New Report page. When creating a new report, enter the Report Name and File Name, while Report Notes are recommended.
Delivery Method
You can have these reports delivered in three different ways:
If you decide to receive your reports by Email, you can add as many email addresses as you want; separate each email address by a comma.
Selecting FTP or Amazon S3 will allow you to define the specific location or bucket where the file should be placed once run or delivered. Only active FTP or S3 integrations can be selected, even though inactive integrations are shown.
Report Frequency
You can select whether the report should be run as needed (Manual) or a recurring frequency (Scheduled).
Selecting the Scheduled option will allow you to define the frequency. Your options are:
Daily
Weekly on Monday
Monthly, on the 1st
Hourly
Additionally, after selecting the Scheduled option, you can define whether the report is Active or Inactive. All Manual reports will display as Inactive.
Once you're ready for the report to start running, set it to Active. You can pause it anytime by setting it to Inactive.
Below the Report Frequency section, users can define the timezone for this report.
If you select a timezone that is not your default timezone, the report's results may not match what is displayed on WinRed.
The report will be reported in UTC if you click the checkbox below.
Report Conditions
Think of Report Conditions as filters for what data should be displayed in the report. The following conditions will determine what data is shown in the report.
AND/OR: Before selecting any conditions, you must decide if the report should meet ALL of the conditions (AND) or if the data within the report should meet ANY of the conditions (OR).
Add Conditions: Depending on the type of report being created, you can select from a number of Attributes. An Attribute is a Condition/Filter for your report.
Predicate: The options in the Predicate dropdown will depend on the Attribute selected, but they will define whether they are Equal to, Not equal to, Less than, Less than or equal to, Greater than, Greater than or equal to, Is present, or Is blank. Below you can see an example of what this might look like:
Report Format
Next is the Report Format section. From here, you can define what Fields should appear in the report as columns. You can remove or add Fields as you see fit.
For each Field, you can create your own column/data header via the Custom Field text box, while the Static Value text box will populate each cell with that specific value if populated in this section of the report builder.
Questions?
If you have questions or are unsure on any of these steps, please reach out to our support team by clicking the red chat box at the bottom right corner of your screen.