Generate Daily Reports

Use this process to update daily activity information and generate a sequence of reports for each STORIS module active on your system.

STORIS recommends you run this process each day. Based on your response to the Process Start Time field below, you can run this routine manually or automatically at a scheduled time. Because users must be logged off the system when this process is run, STORIS recommends using a start time of late in the evening or early morning when no one will be using the system. You may send Day-Ending reports to a "hold" file so you can view and/or print them the following morning. You can print or review Day-Ending reports using the Review Print Jobs program.

You can run the routine multiple times in a single day. Regardless, the program processes all data entered since the last time you ran the process. If for some reason this process does not successfully complete, an error message appears the next time you run the process. You have the option to resume at the leave-off point or abort.

If you are not a Cloud client, have Regional Processing active, and your printer is set to Local (via the Document Destination field in the User Print Settings), you cannot run the EOD process. However, if you are a Cloud client using Regional Processing and are set to print locally, you can run the EOD process.

Not all STORIS systems receive all reports available. Reports produced during Day-Ending processing vary according to the active modules on your system and the settings in the account control files. Click here for a complete list of the reports available. Contact a STORIS representative for more detail.

STORIS provides the option to run processes of your choice as part of the End-of-Day process. For more information, contact STORIS.

Locked customer records skipped during Generate Monthly Reports are processed at next Generate Daily Reports.

Important! The length of time the process takes to run varies among systems depending on which modules are active and the amount of data being processed. If the Day-Ending process does not complete, or if you suspect problems with the process, contact a STORIS representative. Do not access the system until the Day-Ending process completes.

Enter the as-of date for which to run the Day-Ending process. The system updates all data up to the date you enter here, and bases all reports on this date as well. If you skip the Day-Ending process for one or more days, you can:

run separate Day-Ending sessions for each day missed and thus run separate reports each day, or
run the Day-Ending process once using the current date. Reports include information for all days since the you last ran the Day-Ending process.

The Charge Off and Import Customer Payment processes use the EOD date chosen here rather than today's date for performing updates and transaction posting when these processes are run from Generate Daily Reports.

To run a system backup as part of the Day-Ending process, check the box. Otherwise, leave the box blank.

If you check the box, be sure to put a tape (or disc) in the computer drive before exiting from this program. STORIS recommends you run a system backup each day, so this is a convenient way to initiate that process. Contact your STORIS representative for details.

If running an AIX system, you can set this program to automatically eject the tape at the conclusion of the backup. Contact your STORIS representative for more information. You can also backup more than one file system during EOD.

Use this field to specify a start time for the Day-Ending Process or leave blank to being the process immediately. Enter the start time as HH:MM in 24-hour military time format (for example, 10:00 P.M. is 22:00). Click Run to start the process either automatically at the specified time, or immediately if this field is left blank.

After clicking Run, the End-Of-Day Snooze Screen displays the Start Time and Current Time. The program displays the message, "Enter any key to abort EOD process." The EOD Progress Listing screen displays the processes being performed and the status (Processing or Completed) of each and a progress bar displays the percentage of the Day-Ending process that is complete. When the process is complete, the program displays "End of Day finished at HH:MM:SS."

Important: DO NOT use midnight (12:00) as the starting time. Enter a start time either before or after midnight.

Generate Monthly Reports - To initiate Generate Monthly Reports to run automatically at the completion of end of day processing, select this option. This option is not active if the end of month cannot be currently run.

Generate Daily Reports

(End of Day Processing)