Included Reports Tab of the Add Batch Report Dialog Box

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

Note: Select the checkbox in the header row to select all reports or to clear all selections.

Contents

Field Description
Add Click this button to display the Report Lookup dialog box and select the reports to include in the batch.
  • If you select Projects on the General tab, the Report Lookup dialog box displays the following report types:
    • Access
    • Change Management
    • CPR
    • CPR3
    • CrossTab
    • CrossTabCriteria
    • Graph
    • Pivot Table
    • Project Audit
    • Project Planning Statistics
    • Summary
    • Model (for Projects)
    Note: The Report Lookup dialog box displays shared and personal project-based reports that are saved reports.
  • If you select Ancillary Files on the General tab, the Report Lookup dialog box displays the Model reports for Ancillary Files.
Note: To select more than one report, press CTRL+ click on the selected row, then click Select.
Remove Click this button to remove a report from the batch.
Note:
  • To select more than one report to remove, select the row (CTRL+ click) and press Delete.
  • This button is disabled if there is no included report.
Report This column displays the selected report. The report name is not editable.
File This column is enabled only if you select Ancillary Files on the General tab. Enter the ancillary filename in the field or click to display the Lookup dialog box, and select an ancillary file to use depending on the selected report type.
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, Cobra overrides the report filter only during batch processing. The selected filter is not saved with the report.

If you clear this column, 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, Cobra overrides the report sort only during batch processing. The selected sort is not saved with the report.

If you clear this column, 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.