Batch Reports - Version 2 only

This report is only available in the Version 2 of our Reports Module

Click here to understand "What Version do I have?"

Batch Reports is a fabulous option that allows a set of ‘Saved Reports’ to be run together at once, rather than downloading each report individually.  You can then schedule them to be emailed.  If you select to have them emailed, the email is sent with a secure link to download your batch reports.  This link is valid for 14 days.  Scheduled Batch Reports are generated at ~3 AM and are sent at ~7 AM of the local time zone. 

STEP ONE - you need some SAVED reports to add to the BATCH.  Here's how - Saved Report - Version 2 only

Then go to REPORTS --> and Batch Reports and Add New Batch.

• From there you can name the Batch,
• Select the specific Saved Reports you want in this Batch, and
• You can then opt to send it or just save it as a batch.

If you wish to send it you can select - 

• the Type - PDF or Excel
• Frequency and
• the email addresses it should go to.

Now that you have your Batch of Reports

• You can click on the Name of the report to make any edits to the Batch, or
• Click the Trash can to delete the batch (this will not delete the reports, just the batch)

Updated 10/21/22 sfs

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