How do I set up Recurring Report Batches?

The video is at the bottom of the page.


Recurring Report Batches allow you to set up a schedule to automatically run your report batches for a specific date and to send to a specific person(s).

  • First, the Report Batch Must be Created on The Report Screen
  • Click New in Report Batch Drop Down, and Name the Report Batch, Select the Reports.
  • Create a New Recurring Batch
    • Reports> Recurring Report Batches (sub-menu)
    • Select New


    • Create your Report Batch as described above
    • Set your schedule
    • You can add multiple lines to automatically send the batch to multiple people
    • For each report, set your parameters for the dates or period you want to run the report for
    • You can set the report to be run for the run date or the current period
    • You can choose to set the date for a specific number of days before or after the run date; and a specific number of months before or after the current period. 



Video too small? Click the Full Screen link on the lower right of the video!


Permissions and Settings

To [action] you need permission to [name of permission]. To do this go to Admin > User >  (Select User) > Change Permissions > [Settings Category] > [Name of Setting]


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