Designing Batches

Using batches, you can simultaneously process sets of reports and books. Batch creation is comprised of the name, the reports, books, snapshots, snapshot books, and prompts. The prompt information is for the current batch that you are running.

Saved batches can be modified, removed, or rescheduled. You can duplicate a batch to use some or all of the same properties as the original batch.

  To design a batch:

  1. Launch EPM Workspace.

  2. Select File, then New, and then Document to display the Select a Task wizard.

  3. Select Batch Reports for Scheduling, and then click Next.

  4. In Select Files, use the Type drop–down to filter your selection by Financial Reporting report, Snapshot report, Book or Snapshot book.

  5. Select report types and move them to the Selected Items panel by clicking Right Arrow icon.

  6. Optional: To remove a report type from Selected Items, select the report, and then click Left Arrow icon. To remove all reports from Selected Items, click Double Left Arrow icon.

    Note:

    If you move, delete, or rename a report in the repository, the report is removed from the book the next time the book is opened. To include the report, add it to the book.

    Tip:

    If you select a report type multiple times, you are prompted to enter a new name for the duplicate report type. The renamed report type is listed in the Batch Editor with its original name followed by the new name in parentheses. To discard the duplicate report, click Cancel.

  7. Click Finish to open the Batch Editor.

  8. Respond to prompts.

  9. Select File, and then Save As.

  10. Select a folder, enter a name and description, and then click Save.

  To duplicate and edit batch properties based on a scheduled batch:

  1. Select Navigate, then Schedule, and then select Batch Scheduler.

  2. Select a Scheduled Batch, then select Edit, and then Duplicate and Edit Properties.

  3. In Schedule Batch, perform an action:

    • To duplicate properties for a new batch in the repository, search and select the batch and click Next.

    • To duplicate properties for the selected scheduled batch, click Next.

  4. Edit the properties of the batch. For example, you can change the Start Time or Destination settings.

  5. Click Finish.

  To modify a batch:

  1. Select Navigate, then Schedule, and then select Batch Scheduler.

  2. Select Edit, and then Properties.

  3. In Schedule Batch, select a batch and then click Next.

  4. Make changes, and click Finish.

  To delete a batch:

  1. Select Navigate, then Schedule, and then select Batch Scheduler.

  2. In Batch Scheduler, select a batch, then select Edit, and then Delete.

  3. Click Yes.