Help System

Using the Help Search

General Tab of the Add Batch Report Dialog Box

Use this tab to create a batch report.

Contents

Field	Description
Name	Use this field to 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	Use this field to 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	Use this field to select the output type for the report. Select one of the following options: Excel Macro-Enabled Workbook (.xlsm): Select this option to generate the included reports as Excel files with embedded macros. Each included report is in a separate Excel file. Excel Workbook (.xlsx): Select this option to generate the included reports as Excel 2007 files. Each included report is in a separate Excel file. Printer: Select this option to generate the included reports on the default printer for your computer. CSV (Comma Delimited) (.csv): Select this option to generate the included reports as CSV files. Each included report is in a separate CSV file. Adobe PDF Files (.pdf): Select this option to generate the included reports in a PDF file. Web Page (*.html): Select this option to generate the included reports in HTML format.
Output Path	Use this field to 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 checkbox 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.

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General Tab of the Add Batch Report Dialog Box

Use this tab to create a batch report.

Contents

Field	Description
Name	Use this field to 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	Use this field to 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	Use this field to select the output type for the report. Select one of the following options: Excel Macro-Enabled Workbook (.xlsm): Select this option to generate the included reports as Excel files with embedded macros. Each included report is in a separate Excel file. Excel Workbook (.xlsx): Select this option to generate the included reports as Excel 2007 files. Each included report is in a separate Excel file. Printer: Select this option to generate the included reports on the default printer for your computer. CSV (Comma Delimited) (.csv): Select this option to generate the included reports as CSV files. Each included report is in a separate CSV file. Adobe PDF Files (.pdf): Select this option to generate the included reports in a PDF file. Web Page (*.html): Select this option to generate the included reports in HTML format.
Output Path	Use this field to 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 checkbox 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.