To create a report batch

If you haven't already read the Reports Overview, see Using report batches for more information.

Please note that this task requires single-user access. See Single-user file locking for more information.

The Index to Reports window should be displayed.

  1. To begin creating a new batch, click the New button.
  2. Enter a name for the batch in the Batch Name field.
  3. Choose the reports that belong to the batch by clicking the name of each report. A mark will appear next to each selected report, indicating that it's included in the new batch.

  1. Click OK. The Report Batches window will appear again, displaying the name of the new batch in its scrolling list.