Create Report

This section of the guidance covers how to create a new report that provides a full list of UCRs associated with a specific visit/voyage and filtered by UCR Status.

To create a report, you will require the reference for the specific visit the report relates to. In the Export Lite Voyage Search, this can be found under the column . See section VISIT SEARCH for more instructions.

From the Global Navigation Bar select Report and under Reports select Scheduled Reports.

The Global Navigation Bar - selecting Scheduled Reports

The Search Generated Reports page is returned.

Search Generated Reports page

From the Left Hand navigation, select Create Report.

Create Report - Left Hand Navigation

The Create New Report page is returned. Next select the report type from the list:

If a full list of all UCRs associated with a specific (visit/voyage) is required, select Full Manifest List.

Create New Report page - Select report type

Once you have selected report type, the left-hand navigation bar will automatically progress to the Report Details tab and the Report Type tab will now show a tick for completed.

Report Details - Left Hand Navigation

REPORT DETAILS TAB

The Report Details page is returned. In this example, the type of report selected was Arrived UCR list.

Enter the reference for the specific visit the report relates and enter the report name.

The reference can be found under the column UVI in the Export Lite Voyage Search. See section VISIT SEARCH for more instructions.

Arrived UCR List - Enter report details

Next, select the preferred format type of the report. You can select CSV, Excel or PDF and on the right side of the page there is an option to select Send Email by clicking .

Finally, select whether you would like to create the report now or whether to create a report schedule.

Tick Box	Guidance
Create Now	Tick this to create a one-off report
Create Schedule	Tick this to create a report that runs weekly or monthly

If you selected to create a schedule for this report, complete the following fields

Create Schedule page - Complete schedule fields

Field	Data required
Frequency	Click and select either weekly or monthy from the drop down menu.
Scheduling Day	Click and select scheduling day from the drop down menu.
Schedule Start Date	Click on the calendar iconthen select the start date.
Schedule End Date	Click on the calendar iconthen select the end date.
Report Generation Time	Click and select either the report generation time from the drop down menu.
Schedule Name	Enter any internal references for this report schedule (no spaces).

Once completed, click GENERATE at the bottom right side of the page

Once generated, you will see a notification at the top of the page confirming the report has been successfully generated/scheduled.

Notification - Report sucessfully generated/scheduled