Report Batches

You are able to create batches of reports and execute all of the reports contained in the batch with a single click.

These can then be printed to hardcopy, saved as a PDF or emailed as a PDF.

To create a Report Batch:

In the Report Explorer, click on the Batch Reports button

The Print Jobs screen will open



1 - The Print Jobs toolbar - this operates in the same way as the Data Explorer toolbar.

2 - Print jobs icons - these are used to create, edit and delete batches.

3 - Log Viewer - this is used to view details about when a batch of reports was run.

4 - Display Pane - shows any print jobs waiting to be processed.

 

  1. Click on the Add Print Job icon.
  2. The Edit Print Job screen will open.
  3. Enter a Name for the Report batch in the Name field.
  4. In the Description field enter a clear description of the report batch to identify the purpose of the batch.
  5. Click on the Add Report button to start to select the reports you wish to add to the batch.
  6. Once a report has been selected you are able to then set the parameters that you want to build into the report for this batch.
  7. Click on the Set Params button
    The Parameter selector for that report will open.
  8. Edit the parameters as required and then click on the Save button.
  9. You can repeat this action for all of the reports you wish to include in the batch.
  10. The reports and the parameters will all be added to the print job.
    You are able to make changes to the list of reports using the Add Report, Edit Print Job, Delete and Set Params buttons.

  11. Once you have added all of the required reports, select the output destination. You can choose from:

      • Printer - select the printer that you wish to print to.
      • Output to folder - browse to the folder that you wish to save to.
      • Email with attachment - enter the email address of the recipient. If you want the recipient to enter a password to open the report, select Encrypt and enter a password for the document
  12. Click on the Savebutton.
    This batch will now be available to run when required.

  13. To run the print job or batch, click on the Print Jobs button.
    Highlight the job and click on Execute a Print Job.


 

Using the Log Viewer

The Log Viewer allows you to track and call up information about when a batch report has been run.

  1. Click on the Log Viewer button.
  2. Select the Batch that you would like to view details for.
  3. Select whether you wish to view jobs starting after a particular date or jobs starting before a particular date.
  4. Select the before/after date. Click on Find Matching Entries.
    The details of the report batches run in the selected date range will be displayed.

 

Return to Intro to Report Explorer