General Tab of the Edit Batch Report Dialog Box

Use this dialog box to edit the fields of an existing batch report.

Contents

Field Description
Name This field displays the name for the batch report. This field is not editable.
Description Use this field to update the description for the batch report.
Generate reports using This field displays whether the batch report is generated using Project or Ancillary Files.
Output Type Use this field to select the output type of the included reports.
  • 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.
  • 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. This field is required.
Note: By default, reports are saved in the following directory: C:\Users\<User>\Documents\Deltek\Cobra.

If an output path is defined on the Batch Reports dialog box, the new batch report is saved in the location you specified.

The saved report uses the following file name format:

  • If you select Project: [ReportName]_[FilterID (if used)].[file extension]
  • If you select Ancillary Files: [ReportName]_[AncillaryFileName]_[FilterID (if used)].[file extension]
Create subfolder based on calendar period label This checkbox is not editable. If selected, the output of the included reports is stored a subfolder under the output path you defined.