Step 7: Performance Reports and/or Client Bills

If this is your first quarter end, you'll navigate to the 'reporting' app > report batches > actions > new batch > follow the instructions to build your first batch.

But, typically, we'll build an initial batch as a test in your onboarding. If you can find that, proceed with the rest of the instructions from here on out:

1. 'Reporting' app > report batches > find the most recent batch from the prior period end > right click > copy batch
   
   
2. Edit the 'Batch Name', 'Posted File Name', and 'Start/End' dates to match your new period > Save
   
   
3. Double click on your new batch to open it > actions > generate all
   
   
4. These generally take about 30-60 seconds per household. You can leave and return later if needed, and they will continue generating while the app is closed.
   
   
5. During the report generation, you can right click to download any that have a 'Generation Status' of 'Generated.'
   
   
6. Once complete, you can download in different formats depending on your needs:
   • Actions > download all generated: for a zip file with separate PDFs for each household
   • Shift+click to select a list or all > right click > download selected: for several different options including merge simplex (single PDF of all households).
     
     
7. These reviews often result in other edits to household names, bills, etc. If changes are made, you will have to regenerate the reports/bills. Right click on the household in question > reset generation > actions > generate all.
8. Once your review is complete:
   • If you'd like to publish the reports to the Orion Client Portal or to your eMoney Vault:
     • actions > change viewable setting for all generated > household > save
   • If you'd like to send those with 'mail' statement delivery status to the print vendor > actions > 'Send Generated to Print Vendor'
   • If you'd like to send an eNotification from Orion to end clients > actions > edit report batch > email > review your email template > save > actions > 'Send all Generated Electronic Statement'
     
     
9. Actions > Lockdown Report Batch