Included Reports Tab of the Add Batch Report Dialog Box

Use this tab to select the reports to include in a batch report.

Select the check box in the header row to select all reports or to clear all selections.

Contents

Field Description
Report This column displays the name of the report. This field is read-only.
Filter This column displays any filter that is saved with the report. This filter is used when the report is run. Only personal or shared filters are displayed.

Click to select a filter to use with the report.

If you change the filter for a report here, and the report already has a filter defined, you will override the report filter only during batch processing.  The selected filter will not be saved with the report.

If you clear this field, the report is not filtered.

Sort This column displays any sort that is saved with the report. This sort is used when the report is run. Only personal or shared sorts are displayed.

Click to select a sort to use with the report.

If you change the sort for a report here, and the report already has a sort defined, you will override the report sort only during batch processing.  The selected sort will not be saved with the report.

If you clear this field, the report is not sorted.

Access This column displays the whether the report is personal or shared.
Owner This column displays the owner of the report.
Add Click this button to display the Report lookup. Only shared and personal project-based reports that are saved reports are displayed. Reports that do not run off a project are not available for selection.

To select more than one report, press CTRL+ click on the selected row then click Select.

You cannot select the same report twice for a single batch.

Remove Click this button to remove a report from the batch.

To select more than one report for removal, select the row (CTRL+click) and press Delete.

This button is disabled if there is no included report.