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Certificates Report

Certificates Report

Certificates Report


Certificates Report

Report #:   2193

Module:    Account Generation

Overview

Use the Certificates Report to print certificates attached to CIDs in the Certificates tab of Data Entry (program #559).

This document covers the following topics:

Navigating to Certificates Report

The Certificates Report

Defining Report Parameters

Running and Viewing a Report

Navigating to Certificates Report

Use the following steps to access the Certificates Report:

1.  From the main SBN toolbar, select Menu.

2.  From the drop-down menu, select Go To [ALT+F1].

3.  In the Go To Program dialog box, type "2193."

  w The Certificates Report opens.

The Certificates Report

The report window contains two panes. Use the upper pane to define the content of the report, and use the lower pane to define the job output (how, when, and where you want to print the report). The following graphic shows Certificates as the report opens.

Field Descriptions

The following table describes the fields used in the upper pane of the Certificates Report.

Field

Description

Certificate Type

Select a certificate type you want to print. (This menu originates from program #1653.)

Style

Select a certificate style you want to print. (This menu originates from the Styles tab of program #1653 for the selected certificate type.)

Dealer

You may select a dealer to limit the report to certificates associated with installations that have that dealer assigned. (This menu originates from program #1537 and is limited by the user's Dealer Access Profile assigned in program #1811.)

Format

Select a layout format for the report. (This menu originates from program #1590, abbreviation 39).

Defining Report Parameters

Every report in SBN contains the same lower pane with fields for search parameters.

Report Parameters Pane

The following table describes the fields used in the lower pane of the Certificates Report.

Field

Description

Comment

Type a description of the job that appears in the Report Queue (program #1558).

Wide

This box displays a check mark if the report requires wide paper, landscape printing, or condensed print.

Queue No

Displays the queue number assigned from the Report Queue.

Report Name
(No label)

Displays the program name of the report, if applicable.

Serial

Displays the number of the SBN report service that runs the report. (1, 2, 3, and so on.) Define the value of this field in Report Default Parameters (program #1561).

Note: You may set up a high output report to run on one instance of the report service and let other reports run on another report service.

Delay Job Until

Select a date and time to use as the minimum start time for processing the report.

Note: The report may remain held after this time if the priority requires the report to print at a certain time.

Priority

Defaults to the priority of the report defined in Report Default Parameters. You can override the default by selecting a priority from the drop-down menu.

Note: You can set up the conditions in which a user may edit this field in Required Fields (program #1843).

Hold Period

If the priority defined for the report causes SBN to hold the report, these fields display the beginning and ending of the hold time.

Delay Print Until

Select a date and time to use as the minimum start time for printing the report.

Status

Displays the current status of the job. This is a read-only field.

Status Description
(No label)

Displays the description of the status of the job. This is a read-only field.

Use Defined Printer

If you have no report defined in the Reports tab of the Client Options window, this box appears grayed out.

Select this check box to use the defined printer regardless of the printer selected in Printer Queue. This box defaults with a check mark if:

l    You have a default printer defined in the Reports tab of the Client Options window.

l    The Use Defined Printer check box is selected in Report Default Parameters.

You may select a different printer by leaving this check box blank and selecting a different printer in Printer Queue.

Note: If you leave this box blank, SBN uses the printer that defaults or that you select in Printer Queue to print the report.

Ready to Print

This box displays a check mark when the report is ready to print.

Exclude Cover Page

If the report is equipped with a cover page, select this check box to remove the cover page from the print job.

Size

Displays the actual size of the report in pages.

Job Start

Displays the date and time the report began processing.

Job End

Displays the date and time the report finished processing.

Printer Queue

Defaults to the printer queue defined for the report in Report Default Parameters.

You can override the default by selecting a different printer queue from the menu. (This menu originates from program #1559.)

Note: The menu displays only those printers flagged as In Use for the printer profile associated with the report in Report Default Parameters (program #1561).

Print Hold Size

Defaults to the print hold size defined for the report in Report Default Parameters. You can override the default by typing the maximum number of pages to print automatically. If the number of report pages exceeds the hold size, SBN

l    Holds the report in the Report Queue

l    Does not print the report

l    Does not migrate the report to the Done Queue

Note: SBN holds a report with a hold size of 0 (zero) in the Report Queue and NEVER prints the report.

Note: SBN will only email or fax reports

l    Defined with a hold size > 0

l    With a print size that is less than or equal to the hold size

Copies

Defaults to the number of copies of the report to print defined in Report Default Parameters. You can override the default.

Email Status

Displays the current status of the report email if an email address is entered in the Email field.

Email

When option fe009 is on, you may select a valid email address to which SBN emails the report.  Processing the report with a value in this field hands the report off to your email system.

If the report size is larger than the hold size, SBN sends the report to the Report Queue and keeps the report on hold until you release it.

Note: The email function does not support wide reports.

Note: If the report equals 0 pages, excluding cover page, the email will state: �No Data Received.�

Note: SBN will only email or fax reports

l    Defined with a hold size > 0

l    With a print size that is less than or equal to the hold size

Output File

You may type the name of the destination file for output, if desired. The file path must be a directory known to the file server that generates the output.

Email Start

Displays the date and time the report email began processing.

Email Subject

You may type a subject that appears in the subject line of the email.

Fax

When option fe007 is on and Fax Gateway has been installed on your server, you can type a fax number to which SBN faxes the report. Processing the report with a value in this field hands the report off to the Fax system.

If the report size is larger than the hold size, SBN sends the report to the Report Queue and keeps the report on hold until you release it.

Note: If the report equals 0 pages, excluding cover page, the fax will state: �No Data Received.�

Note: SBN will only email or fax reports

l    Defined with a hold size > 0

l    With a print size that is less than or equal to the hold size

Email End

Displays the date and time the report email finished processing.

Attachment Type

You may select the format from the drop-down menu to which SBN converts the report when it exports with the email. When you select TXT2, SBN embeds the text of the report into the body of the email.

Note: If you leave this field blank, the report scheduler will use the PDF format.

Zip Attachment

Select this check box to convert the report attachment to a .zip file.

Run in Export Mode

Select this check box to run the report in Export mode. In Export mode, SBN generates the report as a text file in the report directory.

Note: Only a few reports including Month End Balances (Report #1171), Month End Revenue (Report #1172), Balance Listing (Report #1180), GL Payment (Report #1188), and Deferred Revenue Summary (Report #1903) include this check box.

Print Status

Displays the current print status of the report.

Fax Status

Displays the current fax status of the report if a fax number is entered in the Fax field.

Print Start

Displays the date and time the report began printing.

Fax Start

Displays the date and time the report began faxing.

Print End

Displays the date and time the report finished printing.

Fax End

Displays the date and time the report finished faxing.

Running and Viewing a Report

SBN prints all certificates of the selected certificate type and style from all CIDs and updates the Print Date for the certificates in the Certificates tab of program #559.

Use the following steps to run and view a report:

1.  In the Certificates Report, define the parameters in the upper and lower panes of the report.

2.  Choose Save to save the report to the Report Queue.

3.  In the Report Queue (program #1558), choose Own to display the report list.

4.  In the report list, locate the Certificates Report.

5.  When SBN displays 'DON' or 'RDY' in the Status column, the report is ready.

6.  Double-click on the report.

  w The Certificates Report window opens.

7.  Choose Display Report.

  w The Print Preview window opens.

Report Example 1

The following graphic shows an example of the output of the Certificates Report in Format G. This report is formatted for template forms to be loaded in the printer so that the report data prints in blank fields on the form.

Field Descriptions

The following table describes the fields used in the Format G output of the report.

Column

Description

Certificate Number
(No label)

Certificate number entered in the Certificates tab of program #559.

Name of Issuing Company (No label)

Company name that issued the certificate.

Name of Customer
(No label)

Customer name on the installation associated with the certificate.

Address of Supervised Premises (No label)

Installation address.

Type of System
(No label)

Panel type of the CID associated with the certificate.

Standard/Code of Practice Applicable
(No label)

Standard entered for the certificate in the Certificates tab of program #559.

Security Grade of System
(No label)

UL Grade entered for the CID in program #559. If the CID has no UL Grade, the installation UL grade entered in the Basics tab of program #559 appears here.

Description of Notification (No label)

Description of the notification code entered for the CID in program #559. (Define notification codes and descriptions in program #1590, index 35.)

Means of Notification (No label)

Notification code entered for the CID in program #559. (Define notification codes and descriptions in program #1590, index 35.)

Type of Premises
(No label)

Installation subscriber type.

Endorsement 1
(No label)

An X indicates that Endorsement 1 applies to the certificate. A blank indicates that Endorsement 1 does not apply.

Endorsement 2 Reference (No label)

Endorsement 2 Reference entered for the certificate in the Certificates tab of program #559.

Installation Date
(No label)

Installation date entered in the Basics tab of program #559.

Police Authority Code (No label)

Police agency entered for the certificate in the Certificates tab of program #559.

Certificate Issue Date (No label)

Issue Date entered for the certificate in the Certificates tab of program #559.

Report Example 2

The following graphic shows an example of the output of the Certificates Report in Format Q. This report is currently formatted for template forms to be loaded in the printer so that the report data prints in blank fields on the form.

Field Descriptions

The following table describes the fields used in the Format Q output of the report.

Column

Description

Certificate Number
(No label)

Certificate number entered in the Certificates tab of program #559.

Name of Issuing Company (No label)

Company name that issued the certificate.

Name of Customer
(No label)

Customer name on the installation associated with the certificate.

Address of Protected Premises
(No label)

Installation address.

Type of System
(No label)

Panel type of the CID associated with the certificate.

Standard/Code of Practice Applicable
(No label)

Standard entered for the certificate in the Certificates tab of program #559.

Type of Signalling
(No label)

Line type of the CID associated with the certificate.

Type of Premises
(No label)

Installation subscriber type.

Endorsement 1
(No label)

An X indicates that Endorsement 1 applies to the certificate. A blank indicates that Endorsement 1 does not apply.

Endorsement 2
(No label)

An X indicates that Endorsement 2 applies to the certificate. A blank indicates that Endorsement 2 does not apply.

Endorsement 2 Reference (No label)

Endorsement 2 Reference entered for the certificate in the Certificates tab of program #559.

Installation Date
(No label)

Installation date entered in the Basics tab of program #559.

Police Authority Code (No label)

Police agency entered for the certificate in the Certificates tab of program #559.

Certificate Issue Date (No label)

Issue Date entered for the certificate in the Certificates tab of program #559.

Related Programs

The following table lists programs related to the Certificates Report.

Program

Number

Document Link

Description

Data Entry Master and Basics

559

Data Entry Master and Basics

View and edit details of installations and CIDs associated with certificates.

Certificates Tab

N/A

Certificates

Set up certificates for CIDs.

Certificate Types

1653

Certificate Types

Define certificate types and styles to be assigned in the Certificates tab of Data Entry.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Button

Name

Shortcut Key

Action

Description

Recurring

alt+f1

2193

Open fields for recurring/template reports.

Exit

esc

2193

Exit without saving changes to selected record.

Save

enter

2193

Save changes to selected record.

Modifications and Updates to Certificates Report

The following table lists modifications and updates to the Certificates Report document.

Mod Number

Date

Description

07.02.21525, 08.03.08624

02/24/12

Report and document created.

n/a

07/11/14

Images updated.

08.89.11498, 07.89.25986, 07.89.25988, 08.89.11500

08/30/18

Report Retired.



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