Batch Reports

Use Batch reporting to specify and define reports that you want to run regularly-scheduled basis. This enables you to conveniently run reports and gather data on a set schedule.

Field Descriptions

Field Name

Description

Creator

The ID of the user currently logged into the product session.

Name

The name of the job as defined by the creator. You define the name of a job when you select File > Save to save its definition.

Description

Enter a brief description of the job.

Enabled

Check this box to indicate the job should run according to the schedule you define on the When to Report page. If this box is unchecked, the job will not run at any time.

To create a Batch report:

  1. Right-click the Batch Reporting node on the navigation tree and select Create Batch Report. The Create Batch Report window appears, enabling you to define and schedule a batch report.
  2. Go through the pages on the Create Batch Report window to define your batch reporting criteria:
  3. Select File > Save to save your batch report definition. The Save As window appears.
  4. Enter a name for the batch report and click Ok.
  5. The batch report name will be displayed under the Batch Reporting node. The batch report will run according to the schedule you have defined in the When to REPORT page.
  6. You can view the batch report job run by clicking on the actual job run listed in the node. Information about the run history will be displayed. The log file name for the batch report shows the path and name of the log file. Click [Magnifying glass icon] to view the log file for the batch report job run.

To view a Batch report:

The batch report will be saved in the reports sub-directory within the install directory.