Specifying the Batch Destination

The Destinations area in the Batch Scheduler defines the type and location of the output for the scheduled batch.

The following options are available:

  • Save As Snapshot in Repository—Enables the following options:

    • In Same Folder as Original Object—Save snapshots and snapshot books in the same folder as the original report or book in the repository.

    • In Another Folder—Save the output to another location in the repository. Click Folder to select a destination folder in the repository.

    • Email HTML Link—Email the snapshot as an HTML link.

    • Email PDF Link—Email the snapshot as a PDF link.

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

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

    • Export to an External Directory—Export to the Planning Inbox/Scheduler Output folder, where the file can be accessed in the Inbox/Outbox Explorer.

    • Email as PDF Attachments—Email the reports as PDF attachments. To zip the email attachments, select Zip PDF(s).

    • Print Annotations—Print annotations with the report. Click Details to specify how to print the annotations. Note that annotation printing preferences are one-time setups for a specific batch; they are not saved as global preferences. See Setting Annotation Printing Preferences.

  • Export as Single File Web Page (MHTML)—Export the batch as a single file on the Financial Reporting server.

    Select Export to an external directory to export to the Planning Inbox/Scheduler Output folder, where the file can be accessed in the Inbox/Outbox Explorer.

    Export as Single File Web Page (MHTML) is not supported for burst batches.