General Tab of the Add Batch Report Dialog Box
Use this tab to create a batch report.
Contents
Field | Description |
---|---|
Name |
Enter a name for the batch report. This field has a value of New Batch Report 1 by default. If this name already exists, the number is incremented (for example, New Batch Report 2 and so on). You must enter a unique name. You can use alphanumeric characters and spaces. |
Description |
Enter a description for the batch report. |
Project |
Click to select the project that the batch report will be run against, or enter the project's name in the field. All included reports in the batch report run against this project. You can select only one project. You can select a master project. |
Output Type |
Select the output type for the report. Select one of the following options from the drop-down list:
|
Output Path |
Enter the directory where you want to save the report. You can also click to navigate to a path. The saved report has the following file name format: [saved report name] + [filter name (if one is selected)] + “.” + [file extension] If an output path is defined on the Batch Reports dialog box, the new batch report is saved in the location you specified. |
Create sub-folder based on calendar period label |
Select this check box if you want the output of the included reports to be stored in a sub-folder under the output path you defined. The sub-folder's name is the same as the current period's label, as defined in the Basic Calendar Set. Subfolders help you organize reports based on the dates on which they are run. |