If you've previously created custom reports in Access PaySuite DDCMS, you can import them into Custom Reports. Imported reports retain their existing configuration, including selected columns, filters, and schedules.
Import reports from Access PaySuite DDCMS
Click the Reports & Analytics tab on the left-hand side.
Within the Custom Reports section, select View Reports.
Click Import from DDCMS.
Review the reports available under Your reports and Unowned reports.
Select the reports you want to import.
Click Import selected.
Once the import is complete, the selected reports will be available within the Custom Reports library. Existing schedules and report run history are retained when reports are imported.
Report types
Reports available for import are grouped into two categories to help you identify which reports can be brought across and who will own them after import.
Your reports are reports you created in Access PaySuite DDCMS. These reports are selected automatically and are ready to be imported.
Unowned reports are reports that were created by a system user and have not yet been claimed by an individual user. These reports must be selected manually before they can be imported.
When importing reports, review both sections and select any reports you want to bring into Custom Reports. If you import a report from Unowned reports, ownership of that report is assigned to you.
đNote: Once an unowned report has been imported, it becomes owned by the user who imported it and can no longer be claimed or imported by another user. Reports are imported independently, so if one report fails to import, the remaining reports will continue to be processed.
Import additional reports
You don't need to import all available reports at once.
If there are reports you don't want to bring across immediately, click Skip for now. Any remaining reports can be imported later by selecting Import from DDCMS within the Custom Reports library.
đNote: After a report has been imported, any future changes should be made within Custom Reports rather than Access PaySuite DDCMS to keep report settings up to date.