Batch Reports: An Overview

What are batch reports?

The Batch Reports feature allows you to select a number of reports and consolidate those reports under a single batch name. You can then run the batch, and the system will print all reports included in the batch. This saves you time, because you do not have to continually define and individually run commonly-used reports.

Before you create a batch, you should complete and save the Report Definition window for each report in the batch. When defining each report, you might want to select the option to run the report for the current reporting period. Then you can simply set the current reporting period once, and each report will be run for the correct date when you run the batch. Using this method, you do not have to set the date for each report in the batch.

When running batch reports, you can send the reports to the printer or save them to a file. You cannot view batch reports on your computer screen.

You use the Batch Manager window to create batch reports.

To run batch reports, select the Reports button on the Navigation pane, and then select the Batch Reports tab.

Note: The Batch Reports feature operates only within the currently open company. You must define batch reports separately for each company. Remember that you can copy batch report definitions from one company to another when you copy a company setup.