Required Custom Reports - AP Automation - Workday - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

AP Automation - Workday

Platform
OnBase
Product
AP Automation - Workday
Release
Foundation 23.1
License
Standard
Essential
Premier

Custom reports are required to be configured and executed once in order to extract data that is not available through the API.

To create a custom report:

  1. Access the Custom Report Task.
  2. Enter the appropriate information in the following fields:
    • Report Name: enter Hyland AP Currency Report

    • Report Type: enter Advanced

    • Datasources: enter Countries

    • Enable as a Service: select the check box to set it as True

  3. Click Next.
  4. Remove the default column that is added, and add the Business Object column with Currency as the values.
  5. Configure the following columns:
  6. Exposing data to OnBase can be done one of two ways:
    • Option 1:

      • From the reports related actions, choose View Web Service(or Web Service, then View URLs).

      • Click WSDL, which opens the WSDL file in a new window.

      • At the bottom of the WSDL file, locate the wsdl:port element with the name "Report." Copy the soapbind:address elements location attribute (it should be a URL) to the web.config file for the LOB Broker as an additional endpoint.

    • Option 2:

      • From the reports-related action, choose View Web Service (or Web Service, then View URLs).

      • Click XML. You may be prompted for a user name and password to be able to run the report.

      • An XML file is downloaded to your local machine, place this file on a network accessible location for the LOB Broker Relay Service.

      • In the web.config file, place the file path in the Currency Report Path configuration item.