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Creating and Using Shared Report Definitions

Creating and Using Shared Report Definitions

Description of Issue

Report does not Generate because no Shared Report Definitions have been created.  How do I create a Shared Report Definition?

Context
  • Payroll
  • State Reporting
Cause

If a report uses Shared Report Definitions, a Shared Report Definition must be created and Included before the report can be Generated. 

Resolution

Follow the steps below to create and use a Shared Report Definition in Munis:

  1. Click Add to create a Shared Report Definition
  2. Enter a description for the Shared Report Definition. 
    1. Ex. ICESA Define
  3. Continue to tab through the screen and define the report parameters
  4. Click Accept to save the Shared Report Definition
  5. Repeat Steps 1 through 4 as many times as necessary, if multiple Shared Report Definitions are required.
  6. Once Shared Report Definitions have been created as needed, select Define.
  7. Enter the non-static Generate parameters, such as reporting Period/Year
  8. Check the Include? box next to the Shared Report Definition(s) to be included in the report generate process
  9. Click Accept to save the reporting parameters
  10. Choose the desired output option (PDF, Text, Display) to create the proof report and submission file
Additional Information

Refer to Shared Report Definitions for additional details. 












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