Removing reporting source files

Before running the monthly reports, we recommend that you first delete the reports that were sent out last month. Copies of these reports are stored in the Explorer task pane, in the Financial Mgmt Utilities > Report Distribution > Sent Files folder.

To remove reporting source files:

  1. In Explorer, in the Libraries section, click Reports Library > Management Reporting Utilities > Report Distribution > Source Files, and delete all of the files before running any batches.

  2. In the Financial Mgmt Utilities > Report Distribution > Sent Files folder, make a copy for each month, and move the reports to a monthly folder for storage.

    TIP: You may also want to keep these copies off the Axiom application server and in a designated place on your network.

See also