Periodic Posting Status Report Jobs

You can create and run jobs to generate the Periodic Posting Status Reports. The Periodic Posting Status Reports Jobs page displays all of the report jobs that have been run, but you can only download the reports that you generated yourself.

Note that before running a job, there must be at least one profile defined.

Once a job is created, it is queued to generate the report as soon as possible. The report job can be canceled while the status is "Scheduled". Once the report job has completed, you cannot delete or cancel the job.

Note: If there is a service interruption that prevents the completion of the job while it is running, the job status changes to "Interrupted". The application will attempt to recover the job as soon as possible. If the job is recovered, it will resume from where it was interrupted. If the job cannot be recovered within the time limit specified in Financial Organization Structure, the status remains "Interrupted" and you must run the job again.

You also have the option to schedule the report to be generated at a later time on the Scheduled Jobs page. You can set scheduled reporting jobs to run hourly, daily, weekly, or monthly. You can edit, disable, or delete them at any time from this page. Once the job runs, it appears on the Periodic Posting Status Report Jobs page. You can click on the Profile to view the profile settings at the time that the job was run. Note that if the profile is modified, it will affect the scheduled job the next time it runs.

Note that the Executor column identifies if the job was triggered by a user (Manual) or if it was a scheduled job (Scheduler).

To generate the report:

  1. Click Main Menu > Reporting Module > Periodic Posting Status Reports > Jobs.
  2. Click .
  3. Enter a Name for the report job.
  4. Select a Posting Type for the report.
  5. Select an Internal Status Filter Type. If "List" is selected, select one or more Internal Status from the corresponding drop down.
  6. Select an External Status Filter Type. If "List" is selected, select one or more External Status from the corresponding drop down. Note that these fields are only available if the selected Internal Status is "Done".
  7. In the Profiles section, select a profile.
  8. In the Fiscal Year & Period section, the Calendar Type and FY Variant fields are automatically set to the types defined in the selected profile.
    • If it is set to "Regular Calendar", set the From Date and To Date fields to define the date range for the report.
    • If it is set to "Fiscal Variant", set the following fields:
      • From Year and To Year: Select the required year range for the report.
      • From Posting Period and To Posting Period: For the selected year range, specify at which periods to start and end the report. Note that available periods are based on the selected fiscal variant in the report profile.
  9. In the Classification section, you must set the following fields: 
    • Select the Principal Position for the report.
    • Select the Accounting Standard for the report.
    • Select one or more Classification(s) for the report. The activation groups are filtered based on the current classification.
  10. Optionally, select an Object List Type and enter Object IDs in the Object List field. Note that the report will only show objects that match both the filters and object IDs entered. Object IDs that do not match the filter criteria are not shown in the report.
  11. Click Submit.
  12. Click to download the report.

To create a scheduled report job:

  1. Click Main Menu > Reporting Module > Periodic Posting Status Reports > Scheduled Jobs.
  2. Click and enter the job information as defined in the previous list.
  3. In the Reporting Scheduling section, set the run frequency by selecting one of the tabs ("Hourly", "Daily", "Weekly", "Monthly", or "Yearly") and adjusting the parameters below.
  4. Click Schedule.
  5. Once the job runs, you can download the report on the Activity Analysis Report Jobs page.

To manage Periodic Posting Status Reports:

  1. Click to refresh the jobs.
  2. Click to regenerate the Excel file (if applicable).
  3. Click to cancel the report job.
  4. On the Scheduled Job page, click Enable or Disable under the State column to toggle the scheduled job.

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