How do I generate batch reports?

The Batch Reports dialog displays a list of those batch reports that have been scheduled for generation.

To view a list of batch reports:

  1. Select Batch Reports from Utilities in the menu bar.
  2. The system opens the Batch Reports dialog box with a list of batch reports along with their report titles and next run dates.
To delete a batch report from the list:
  1. Select the check box corresponding to the batch report to delete.
  2. Click Delete.

To create a batch report:

You can use the Batch Reports function to schedule and generate reports for multiple cases. Before using this function, verify that no cases or reports are open.

  1. Select Reports, then select Compliance, and select Expedited.
  2. Click Batch Print or Create Report and search for the case for which the expedited report has to be scheduled.
  3. When the system displays the search results, select the cases for which the expedited report is to be scheduled.
  4. Click Batch.
  5. When the system opens the Batch Print or Create Reports dialog box, enter the appropriate information and click OK.

Note:

For more information on batch print report creation, see the Create unscheduled Expedited Reports or batch print reports topic.

Parent topic: FAQs