Batching Customized Reports

SOLVED

I understand how to create a batch and have no problem doing it with the standard reports, but what I am wondering is if there is a way to create a batch using one of our customized reports. When I go to select events all I am seeing are the standard reports and none of our customized reports.

Thank you,

Phil

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    verified answer

    The Batch Reporting feature available per each company has the ability to include customized standard reports. There is no mention to what product level you are using but this is the only option that allows customized standard reports.

    Respectfully,

    Lovisa

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    Thanks for the reply Lovisa, but I am not certain where to find what product level I am using. I was able to figure out how to batch a customized report, but not to the level that we need.

    If I go to customize > Batch manager > I can create a batch based on the customized reports that we have. The problem I found is that by doing it this way I am unable to run it across multiple companies at once, I am also unable to specify what "book" or group I want to run.

    I did find the ability through File > Global Task Manager > How to create a batch across multiple companies. This works ok except for the inability to chose a customized report from our listing of available reports and also the ability to chose a customized group when defining events. This way does allow for me to specify the "book" that I want to run.

    Any way in either method, though I would prefer the global, to be able to select the customized groups?

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    Hello PKolarik,

    The Global Task Manager (GTM) only exist in Premier. The screen shot you provided here indicates that you have that product. The GTM feature only allows the standard reports with the standard defaulted groups to be used within it. Currently the customized standard reports are not an available choice in the GTM.