Running Batch Reports

How do I run the batch?

Before you run a batch report, you need to do the following:

• Complete the Report Definition windows for the reports in the batch.

• Create the batch report using the Batch Manager feature. In this step, you decide which reports will print when you run the batch report.

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

To run a Batch Report

1. Select the Reports button on the navigation pane. The system displays the Reports working area. Select the Batch Reports tab.
2. Select the batch that you want to run from the Existing Batches list.
3. Select the Run Batch button. The Run Batch window appears.
4. Select whether you want to send reports to the default printer and/or to one of the available file format options.
5. Select Run to execute the batch.

Tip: If you send the reports to a file, you can use the Browse button to specify the location of the file(s). The reports are saved with either a PDF, RPT, XLS, or XLSX extension. If the reports are saved as PDF, XLS, or XLSX files, you can view them from the location where they were saved. If the reports are saved as RPT files, you can view them in the Crystal Reports program.