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Set up Reports Trigger

The Reports action provides you with a set of reports template triggers. Using these triggers, you can display a specific report or a full list of available reports, or you can generate a specific report.
  1. Follow the applicable steps in General Trigger Setup.
  2. Select the Reports action.
    The Reports Action window opens.

  3. From the Action list, select one of these actions.
    • Display Report

      Select the Report Type and Report Name from the respective lists.

    • Report List
    • Generate Report

      From the Enterprise list, select Y or N or a template field.

  4. To save the information and close the window, select OK.
  5. If necessary, set up a specific condition for the Reports action to be triggered.
  6. Select OK and save your template.