Creating Batch Reports

With the Batch Reports feature, you can select a number of reports and consolidate those reports under a single batch name. Then you can run the selected reports at one time by running the batch report that you created. You use the Batch Manager window to create batch reports.

Tip: Before you create a batch, you can set the current reporting period so that each report in the batch will be run for the same date.

To create a batch report

1. Select Customize/Batch Manager from the menu bar. The system displays the Batch Manager window.
2. In the Enter New Batch Name field, type a name for the batch. The system enables the function buttons.
3. Select the Add button. The system displays the Add Batch - [Batch Name] window. The system automatically displays the name of the batch in the Batch Name field.
4. Select a report from the Available Reports field, and then select the Add button to add it to the Reports in Batch field.
5. To add more reports to the batch, repeat Step 4.

Tip: The system runs the reports in the order that they appear in the Reports in Batch list. Select the up or down Reorder Reports button or drag and drop a report to change the order in the list.

6. Select OK. The system redisplays the Batch Manager window, which now shows the newly created batch in the Existing Batches field.
7. To edit a batch, select it and select the Edit button. The system displays the Edit Batch - [Batch Name] window. Use the Add and Remove buttons to change the reports in the batch, and then select OK. The system returns to the Batch Manger window.
8. Select OK to close the Batch Manager window.

You are now ready to run the batch reports.