Report Upload Automation & Approval

Overview

The Report Upload Automation feature allows Loyalife users to configure reports for automated upload to defined destinations (SFTP, API, or internal) and optionally enforce a Maker-Checker approval workflow. This ensures compliance, traceability, and operational efficiency.

Key benefits include:

• Automating report delivery to final destinations.
• Optional verification and approval for audit-critical or time-sensitive reports.
• Role-based control for verification and approval.
• Full tracking of report metadata, status, and approval history.

Access and Permissions

• Required Permissions
  • Manage_Report_Automation
  • Configure upload destinations and approval workflows
• Manage report-level variables for SQL logic
• Can_Verify_Report
  • View and verify report upload requests
• Can_Approve_Report
  • Approve verified report upload requests
• Only users with the relevant role can take action on Maker-Checker requests.

Module Setup

• Navigate to: Configurations > Modules > Approval Workflow.
• Enable the toggle: Report Upload Approval.
  • Enabled: Activates Maker-Checker workflow for report uploads.
  • Disabled: Hides the Report Upload Automation Configuration section and disables backend triggers.

Approval Workflow

Workflow Types

• Single-Step Approval
  • User with both verification and approval roles can directly approve and upload.
• Dual-Step Approval (Maker-Checker)
  • Verifier: Can verify the report and forward it to approver.
  • Approver: Can approve only after verification is completed.

Roles at Runtime

Report Generation Handling

Auto-Generated Reports

• Maker-Checker request is created immediately after report generation.

Manually Generated Reports

• Daily cron job checks for reports marked for upload.
• Triggers approval request and upload for matching configured reports.

Maker-Checker Request UI

Navigate to: Approval Workflow > View Request

Request Details Displayed

• Description: Current status and last approved step
• Approve/Reject Buttons: Visible only to configured approvers
• Approve Changes: File name, timestamp, download link
• Actuals: Module, schedule, destination, creator
• Request History: Actions with timestamps (verification & approval)
• Users without relevant roles cannot view or act on requests.

Audit Trail Tracking

All actions related to report upload automation are logged:

• Creation, modification, and deletion of report upload configurations
• Maker-Checker actions (verify, approve, reject)
• Metadata captured: user email, timestamps, file name, destination, and status

Important Notes

• Upload destinations (SFTP, API, internal) must be pre-configured in the backend.
• Frontend does not handle credential entry for SFTP in this phase.
• Reports deleted after upload will not affect past uploads but will stop future ones.
• Only configured reports with automation enabled will trigger Maker-Checker requests.

Configuring Report Upload Automation

Step 1: Configure Report for Upload Automation

Access Configuration: Admin users with the Manage_Report_Automation permission navigate to Report Setting > Report Upload Automation Configuration.

Step 2: Select Report Module: Choose the type of report — Transaction, Member, Communication, or Custom.

Pick the Report: From the dropdown of active reports, select the specific report to configure. Only active (non-deleted) reports are displayed.

Step 3: Enable Upload Automation: Toggle ON to allow the report to be automatically uploaded after generation.

Optional Approval Workflow:

• If the report requires verification and approval before upload, toggle Enable Approval Workflow ON.

**Step 4: **Assign approvers using roles: Can_Verify_Report and Can_Approve_Report.

Destination Selection: Specify where the report should be uploaded — SFTP, API, or internal destination (backend configuration).

Save Configuration: Once saved, the system will track this report for automated upload and, if enabled, enforce the Maker-Checker approval process before any upload occurs.

Outcome: The report is now ready for automated upload. Depending on the workflow, it may trigger an approval request immediately after generation (auto-generated reports) or via a daily cron check (manual reports).