The option to use Batch Reports provides the ability to run multiple reports at the same time from one heading. Batch reports will allow up to six different reports to be run together and, once combined, can be run from any Reports menu across all modules. This can be useful to run bundles of reports that are used on a regular basis as reports from different modules can be run at the same time. You can even run the same report 6 times with different parameters on each.
To access Batch Reports go to any reports menu and choose the tab heading which appears next to User Defined Reports.
Within the batch reports home page there are a number of different functions.
Option |
Description |
| Facility Template | Add the Facility Template to choose the appearance of the reports when printed. For further information, please see Report Templates. |
| Add/ Remove |
|
| Default Output Option | This will determine how the reports will be handled when the batch is run. There are choices of either:
|
| Report Parameters | This panel shows a preview of the parameters that will be available when running the Batch.
|
| Run Batch | This functions opens the Run Report form to populate the reports. |
| New | This will start a new Batch. |
| Save | Initially, the batch will need to be saved to access the Report Parameters. |
| Close | Leave the Batch Report and return to the Reports main window. |
Adding reports to a batch involves the following steps:
Click the New button in the bottom right of the screen.
At the top of the page, add a Name, Description and Facility Template for this report Batch.
With the Batch Reports interface open, look to the bottom left of the screen to find the Add button.
Add report to Batch is now opened. To find reports specific to a Module, use the drop down menu to select the relevant heading. Click Search.
Choosing the Module in the drop down list will populate the list of module specific reports. Search through the different module lists to find up to six reports that you would like to batch together. After each selection has been made and the required report is highlighted, click the Add button.
Once all of the desired reports have been selected and added to the batch, click Close to go back to the previous window.
Click Save. This will lock in the chosen reports and populate the Report Parameters, which can be seen to the right of the window. This shows an example of the parameters that will be available when this batch of reports is run.
Establish the Default Printer for each report. This option will allow for each report to run to different printers if needed. However, only printers that have recognised drivers on this computer or in the network environment can be seen and added.
If multiple copies of the same report are needed, enter a quantity in the NoCopies field for the relative report.
Click Save to finalise any changes then click Run Batch to open the Run Report window.
Se the parameters required and run the reports.
Once Run Report has been completed, if the option to Review Reports was activated, then a tab will be opened for each report in STRUMIS.
