If our standard report templates don't include all the information you need, you have the option to create a custom report template:
In Access PaySuite DDCMS navigate to REPORTS.
Click CUSTOM.
Click CREATE NEW TEMPLATE.
Input a Report Name.
Select a Report Area:
Contracts if you wish to report on Direct Debit contract details e.g status, frequency, cancellation reason
Payments if you wish to report on payment amounts, status etc.
Alternatively, you can select an existing Library template to create a new one.
This populates Available Fields in the REPORT COLUMNS.
Drag and drop any fields you wish to include in your report to Selected Fields. You can also re-order them here.
Click CONFIRM COLUMN SELECTION.
Column Naming and Filtering
Each field included in your template has an edit (pencil) button. Pressing it enables you to optionally rename the column and filter the data it retrieves, based on the field type. When you finalise editing the field properties, click the corresponding rowโs Update (tick) button. You can also tick the box against Has Header at the top to specify if you want a header included. Column renaming is only available if you have this ticked.
Preview and Save
You can preview the partial output of a defined Report Template by pressing the PREVIEW button. The top three database results matching your template structure and columns criteria are displayed.
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Press BACK TO EDIT to return to previous page, then SAVE if youโre content with your template definition. It is displayed in your Custom Reports Templates Library, where you can further manage and RUN it. The output of a manually run report isn't saved in Report History, but it can be exported by pressing EXPORT CSV or EXPORT EXCEL.
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From the Library, you also have the option to set a schedule for running your reports, clone, view an audit history, and edit or delete any reports.