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Publishing reports to documents

FA allows you to publish reports directly into your customer’s or portfolio’s documents. This allows you to easily generate reports that are instantly published to your customers for example within your online environment, making reporting easier and faster than before.

Publishing reports to documents

You can publish reports to customer’s or portfolio’s documents through the Report window. Select the reports and define the appropriate report parameters, and select Report per customer to documents or Report per portfolio to documents as the output type at the bottom. Instead of generating the report for you to download directly, these output types save the generated reports directly to each customer’s or portfolio’s documents as report files, such as PDF.

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Below the Report per customer to documents or Report per portfolio to documents output type options, you can fill in parameters for publishing reports:

Folder name

When publishing reports to documents, the reports are also generated to a defined folder and can later be found on the Generated reports tab. The reports saved within the Generated reports tab are physically different files from the documents published for each customer’s or portfolio’s documents, and are stored there more as an "audit trail" on what's been generated in the background. Regardless of the folder name you define, reports are stored directly under contact's or portfolio's documents - folder name only affects how the audit trail of generated reports are structured under Generated reports tab.

Document name

If you wish, you can set a common name for the report file, allowing you to easily name the published reports files consistently, for example as "Monthly report.pdf" or "Q1 Report.pdf". The published report will then appear with this file name in each customer's or portfolio's documents. If you don't define a document name, your reports are saved with the name the report generation assigns them (i.e. the name the report file would get when printing it out directly).

Document tags

If you wish, you can add tags to categorize your report files within your documents - the tags you define here will be added to each of the report files. Tagging allows you to find your documents easily, and for example to show them in different sections within FA Front.

When you click Open, the system will generate a report per customer or per portfolio, and save the generated reports directly to each customer’s or portfolio’s documents as report files, such as PDF. This feature saves one report file to each of the selected customer’s or portfolio’s own documents - you can manage these reports as any other documents after they have been published.

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Deleting published reports

Since publishing reports generates one report file per customer or per portfolio and saves it directly to each customer’s or portfolio’s documents, to delete the published reports, you need to remove the reports files from each customer’s or portfolio’s documents.

You can of course do this manually one-by-one, but especially if you published multiple reports at the same time, the easiest way to delete them is through Document management within the Administration view.

  1. Search all the published reports to be visible on the screen. You can do this easily by writing a search criterion or selecting a tag to search with, and clicking the magnifying glass. Utilize the document name or document tags you utilized when publishing the documents.

  2. If you need to, you can further filter the search result to get the correct reports visible.

  3. At the bottom, click Delete document - this will delete all the visible reports from documents.

Deleting the "audit trail" of reports under Generated reports tab in the Report window does not delete the report files published into contact's or portfolio's documents. Audit trail stored under "Generated reports" contains physically different files from the files published under contact's or portfolio's documents.