Selecting a Batch Destination

  To select a batch destination:

  1. From the Destinations area, do one of the following:

    • Save As Snapshot in Repository—Enables the In Same Folder as Original Object and In Another Folder options. Perform an action:

      • Select In Same Folder as Original Object to save snapshots and snapshot books within the same folder as the original report or book in the repository.

      • Select In Another Folder to save the output to another location in the repository. Click Folder to select a destination folder in the repository, and then click OK.

      Selecting Save As Snapshot in Repository enables File Permissions. File Permissions allows you to assign access to users and groups for snapshot output.

    • Export as PDF—Export the batch as a PDF file on the Financial Reporting server. To export to an external directory, where the file can be accessed in the file system, select Export to an external directory. To attach the reports as email attachments, select Email as PDF Attachment(s). To zip the email attachments, select Zip PDF(s). To print annotations with the report, select Print Annotations, and then select Details to specify how annotations should be printed. See Setting Annotation Printing Preferences.

      Annotation printing preferences are one-time setups for a specific batch; they are not saved as global preferences.

    • Export as MHTML—Export the batch as a single file on the Financial Reporting server.

    • Preview Bursting List—Select to preview the CSV bursting list. The list shows the default settings selected for members in the job bursting batch.

  2. Click Next.

    • If your scheduled batch includes email PDF attachments with job bursting, the PDF Attachment Email dialog box is displayed.

    • If your scheduled batch includes email PDF attachments without job bursting, the Scheduled Batch Details dialog box is displayed.