Designing a Batch

You can design a batch in the Explore Repository.

1. In the Explore Repository, select File, then New, and then Document.
2. In Select a Task, select Batch Reports for Scheduling, and then click Next.
3. In Select Files, set the Type to Financial Reporting Report, Financial Reporting Book, Financial Reporting Snapshot Report, or Financial Reporting Snapshot Book.
4. Click to move the desired reports under Selected Items.

   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.

   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.

5. Click Finish to open the Batch Editor.
6. Respond to any prompts that are displayed. (See Responding to Prompts).
7. Select File, and then Save.