Edit/View Report Delivery

You can schedule reports for delivery to yourself or others through different channels, such as fax or email, without requiring system log on. If a request is sent to the system on a weekend or a bank non-working day, the delivery is made on the next business day at the selected delivery time.

Note: If you are presented a view-only version of the page, you do not have the required system access for modifying delivery schedules. Contact your administrator if you have questions.
Field Description
Report Name The name of the report requested for delivery
Note: Once defined, this field cannot be edited.
Type One of the following report types:
  • Customized
  • Standard
  • Customized Payment
  • Standard Payment
Note: Once defined, this field cannot be edited.
Description A brief description of the schedule for internal use
Note: Once defined, this field cannot be edited.
Frequency The delivery schedule options
  • Multiple Times Daily – The delivered is performed several times each day.
    • Start Time – What time the delivery begins each day
    • Finish – What time the delivery ends each day
    • Interval – The time between each delivery
  • Relative Day(s) – This option schedules delivery on a floating basis. The exact date may vary, but it occurs at the same time in relation to the week or month, for example, the first business day of the current month.
    • Relative Date – The relative day options
    • Delivery Time – The delivery time on the relative day
  • Monthly – The file is delivered one time each month.
    • Day of Month – The day of the month (1-31)
    • Delivery Time – The delivery time on the selected day
  • Daily – The file is delivered every day.
    • Delivery Time – The daily delivery time
Delivery Channel The method of delivery, which is either fax or e-mail
Destination In the Fax number or Email address column:
  • E-mail address where the report is to be sent

    OR

  • Fax number where the report is to be sent

In the Attention column, the person receiving the fax

When editing a delivery schedule, you have the following options:

  • Continue – Displays a preview the changes before saving them.
  • Delete – Removes the schedule from the system. You will have an opportunity to confirm the deletion before it is final.
  • Cancel – Returns you to the previous page without making changes