Scheduled Unimarket Reports

  • Updated

Scheduled Unimarket reports allow Administrators and authorized users, to automate the extraction of data listed within their community. Instead of running reports manually, you can configure the system. To deliver specific datasets into your inbox or a secure server, on a recurring basis.

 

Prerequisites

To create or manage scheduled reports, the user must have one the following roles:

  • Community Administrator
  • Create Invoices
  • View Transactions

 

Create a Scheduled Report

  1. Navigate to the Insights module > Schedules (on the left side panel).
  2. Click More Actions in the top right and select +Schedule Report.

 

  1. In the pop-up box, select Reports.
  2. Complete all fields marked with a red asterisk, using the Field Reference & Configuration chart below.
  3. Once configuration is complete, select Add.

 

Field Reference & Configuration

Field Description
Schedule Name A descriptive name for the reporting cycle (e.g., "Weekly Spend Audit").
Report Type Select the template to be used (e.g., Unimarket Requisition Report).
Predefined Period

Choose a rolling window of data.

If you use a Predefined Period, the report will automatically generate on the 1st day of the month using the following logic:

  • Last Month: Generates data for the previous full calendar month (e.g., on Oct 1st, it pulls Sept 1st–30th).
  • Last 3 Months: Generates data for the previous quarter.
  • Last 6 Months: Generates data for the previous half-year.

Current Limitation: The scheduler currently runs based on selected days of the week. Specific "Month-End" or "Last Day of Month" triggers are not yet available.
Duration/Period Type If not using a Predefined Period, specify the exact amount of historical data to include (e.g., "Last 2 Weeks").
Days Select the specific day(s) of the week the report should run.
Run Time The time of day the export triggers. Use the + (plus) icon, to add multiple times per day.
Email Address Email addresses that should receive a notification/link when the report is ready.
Endpoint

Choose between standard delivery or a secure sFTP endpoint for automated server ingestion.

  • Email: Recipients receive a notification with a link to download the report from the Insights module.
  • sFTP: The report is securely pushed to a folder on your institution's server. This is the preferred method for automated integrations into your ERP or Data Warehouse.

Note: To update your list of available Endpoints, contact Unimarket Support at support@unimarket.com.

Archive and Cleanup: Remember that if you are "pulling" from the Unimarket outbound folder. Your local script is responsible for deleting or moving files after retrieval, to prevent reprocessing.
Filename Template

You can use variables, to ensure the file name provides context about the data it contains. This is especially useful when sending reports to an sFTP folder.

Available Variables:

  • ${reportName}: Inserts the name of the Transaction Run Report.
  • ${runDate(PATTERN)}: Inserts the generation timestamp.
    • Example Pattern: YY-MM-dd_hh-mm-ss
  • ${runNumber}: Inserts the sequential number of the transaction run.
  • ${randomNumber}: Generates a unique random string (useful for avoiding filename collisions).

Example Template Logic:

TransactionRun_${reportName}_Date-${runDate(YY-MM-dd_hh-m-s)}

Result: TransactionRun_SupplierMaster_Date-25-12-24_02-46-19.csv

 

Manage Existing Scheduled Reports

Users can manage existing scheduled reports, utilizing the Copy, Edit or Delete function.

  • Go to the Insights module > Schedules (on the left side panel).
  • Locate the desired report.
  • Select Actions > and click Copy, Edit or Delete.

 

What's Next/Related

  • You can also watch a short video on how to create a scheduled report: