ELCY allows you to download all data relating to transactions into Excel. You can then add tabs with reports in, schedule them to run and be emailed to anyone.

Due to each client having unique Client Transaction Properties, there is not a standard reporting template available.  Hence there is a one-time process to be run to set up the formatted spreadsheet, following which any type of report can be built.

Reports run separately on Import LCs/guarantees, Export LCs/guarantees, Inward Collections and Outward Collections.

 1. Setting up the spreadsheets

1.1 Request the most up to date version of the templates from the ELCY helpdesk (elcy-helpdesk@surecomp.com) and save these on to your computer.

1.2 In ELCY, click on ELCY Reports, Schedule Reports and from the dropdown, choose “User defined xxxx report” where xxxx is the type of report you wish to create

1.3 In the top right-hand box, choose the LCs you wish to report – Live LCs or for certain periods.

1.4 Attach the excel template saved in step 1

1.5 Complete the other requested fields as appropriate e.g., Report Criteria, tick the box for Subsidiary/Branch information when creating a report in a parent entity and needing to include child client data as well

1.6 Run a one-off report emailed to yourself – select your name in the Internal User Contact dropdown and Add yourself to the list of recipients

Repeat these steps for each type of report you require.  Each time you want to create a new report, start from the relevant emailed Excel workbook to build the report you need.

2. Creating a report

2.1 Open the Excel sheet you received by email.  When asked, you should Enable Editing and Enable Content.  On the elcyData tab in field A1 you should see a green box saying elcyReports. Click on this.

2.2 Click to Add New Sheet, then enter something for the Sheet Name. You can then Add columns to the report, move them Up and Down to get them in the right order, sum and sort, also Filter as required

2.3 When you have selected everything, click on Create Worksheet and a new tab appears with the data in.  Check it is as you require; if not, return to elcyData and click on elcyReports again, highlight the name of your report and Edit Sheet

2.4 Delete all tabs except the eclyData tab

2.5 Delete all the data in the data sheet just leaving the column headers

2.6 Save the file onto your PC.  This is now the format you will need to create the scheduled report.

3. Scheduling reports

Once you have a report format, you can set up a schedule to automatically run or email the report as required.

3.1 In ELCY, click on schedule reports and from the dropdown, choose “User defined xxxx report” as before

3.2 In the top right-hand box, choose the LCs you wish to report – Live LCs or for certain periods

3.3 Attach the excel report you created in step 2

3.4 Select Report Type – with or without draft transactions

3.5 Choose any filters you need for transaction types, amendments and utilisations included or not, amount or whether subsidiary/branch information should be included

3.6 Choose one off report or daily/weekly/month report, select a day/date and time as needed

3.7 Choose the recipient by highlighting the name(s) in the dropdown and then click on add. You can also type in an external email contact if you wish

3.8 Click on run now.  If a one-off report, it will be sent in the next few minutes.  If a scheduled report, it will be added to the list ready for execution at the appropriate time.  If the report is only required to be run once, you can tick the box Delete One Off and the report will delete as soon as it has run.