Report and Invoice Setup

Audience: System administrators, expert users, implementers, and administrators, including those who set up the reporting and invoicing environment.

This section contains information regarding the setup of preferences, report templates for certificate reports and invoices, and scripts for the various types of report generation.

Before reports or invoices can be generated, report templates must be configured.

Template configuration sets which templates used for report and invoice generation.

The following entities link to report templates:

• Laboratories
• Clients
• Preferences
• Job paperwork and labels
• Workbook menu commands for internal report generation
• Job stakeholders for certificate reports
• Report request reports
• Job invoices
• Invoices.

To assist with authoring report templates and scripts, the following references are provided:

• Job report result sets and views
• Database tables and views
• Enumerations.

Also refer to Batch Queue and Scheduler Setup to configure report generation using the system batch queue.