Report Management

System Administration > Report Management

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The Report Management category allows you to set up, edit, and delete report groups and form controls.

A report group is a user-defined collection of reporting specifications for association to a specific PayBill process for a corporation. This provides you with a way to schedule customized reports as part of a PayBill process, as well as a means to control the scheduling of reports.

A form control is a user-defined collection of form specifications which control how transactions are sorted prior to assignment to a form and which control when a new form is generated. It also provides a way to track the last form number allocated so that the next form number can be provided by the system.

You can implement custom invoicing by applying a particular report group and form control to the following types of transactions:

You can take the following actions with report management:

You can view the following report management information:

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