Auxiliary Report Setup

Navigate: Reports and Interfaces > Correspondence > Setup > Auxiliary Report Setup

Description

Use this task to manage auxiliary reports attached to correspondence that is generated throughout the application.

Steps

1. Select an existing report setup or click New to create a new one on the Manage Auxiliary Report Setup screen.

2. Edit the auxiliary report setup details on the Edit Auxiliary Report Setup screen.

Prerequisites and Setup

IMPORTANT: See Data Services and Correspondence for important setup information for the data service, correspondence, reports, and templates.

• You can use the Auxiliary Report Setup, for example, for certain envelope sizes and certified mail envelopes, if a data service is set for such.

  Two Common, Effective Date application settings, set via Configuration > Application Settings, enable this feature:

• Default Correspondence Chunk Size: When multiple reports are combined, this setting controls the chunk size, instead of the individual settings on each Report Setup. This setting also determines the default value when creating new Report Setups. The current default is 2500.

• Collate Correspondence By Address: When true, Correspondence batches of multiple PDF reports will be combined and collated by address (the new functionality). When false, a separate file will be produced for each distinct report setup (the existing behavior). The default is false.

• In combination with maintaining the report setups and templates for each correspondence task, also manage:

• Data services for each type of correspondence datasource via Reports and Interfaces > Data Services.

• Set security rights for the Report Setups task.

1. Go to Configuration > Security and User Maintenance > Roles > Maintain a Role > Edit Role Details.

2. Select Reports and Interfaces from the Granted Menu Items panel.

3. Click on Correspondence and set security rights for Report Setups.