Navigation:  Loans > Loan Screens > GOLDPoint Systems Only: Loan Reports > Report Detail tab > When to Run

Use this field group to view and edit information about when the selected report will run.

 

 

Click the <...> button in this field group to open the When to Run dialog, as shown below:

 

 

Use these fields to indicate when the selected report will run. The options available on this dialog are as follows:

 

•Never Run

 

•Daily

 

•Month-end

 

•Mid Quarter

 

•Year-end

 

•Investor Cycle

 

•Weekly - Use the drop-down field to the right of this radio button to indicate which day of the week to run the report. Use the Non-Processing Day fields on the right to indicate whether the report will be run Before or After the designated day if it falls on a non-processing day.

 

•Monthly - Use the drop-down field to the right of this radio button to indicate which day of the month to run the report. Use the Non-Processing Day fields on the right to indicate whether the report will be run Before or After the designated day if it falls on a non-processing day.

 

•Quarterly - Use the drop-down field to the right of this radio button to indicate the quarter in which run the report (All, 1st, 2nd, 3rd, 4th).

 

•UPSI - Use the drop-down field to the right of this radio button to indicate a UPSI number for running the report. Possible options are numbers 1-255.

 

•MS+ - Use the drop-down field to the right of this radio button to indicate an MS+ number for running the report. Possible options are numbers 1-15.

 

•Run One Time - Use the date field to indicate the date on which the report will run.

 

Once a selection is made on this dialog, press <OK> to return to the Report Detail tab. This field group will then display basic information about the indicated report run schedule. An example is shown below: