...
Group name: Informatica (NAT NACS CODE)
Parent organisation group
Click on the house icon
Tick ‘Only show groups in this organisation and a member of’
Select the practice
Click on OK
Function/speciality
Click on the down arrow
Tick the this organisation box
Select Strategic Reporting
General description - Skyline Extracts
Membership terms
Tick Membership must be approved by your organisation
Tick Allow reporting across entire group
Tick Strategic reporting group
Click on OK
...
Click on Setup
Click on Users & Policy
Click on Strategic Reporting Download Configurations
Strategic Reporting : Select Informatica (NAT NACS CODE) from the drop-down box if there are more than one configured/available.
Click New to create a new extract report (Amend can be used to edit and existing report)
...
Run On: Gateway
Due: Set this to todays date and 23:00
Repeat: Tick to keep the schedule on repeat
Strategic Reporting Group: Informatica (NAT NACS CODE)
Download Configuration: Informatica Reporting
Configuration to download : Informatica (NAT NACS CODE)
Click the + to add to the schedule
...
The practice must email SystmOneSetup@TPP-UK.com and provide the following information:-
Practice NAT NACS code
Name of the new Organisation Group : Informatica (NAT NACS CODE)
Request that strategic reporting is enabled for the new Organisation group
...