Reports and forms

Using report batches

Report batches are groups of reports you can set up so that you can print several reports at a time. You can use report batches to serve a number of purposes. For example, you may wish to create a report batch that contains all your regular monthly financial statements; with a few clicks of the mouse, you can start the printing process so the reports print while you work on other important tasks. Report batches are created and maintained in the Report Batches and New/Edit Batch windows.

Note: This task requires single-user access. See Single-user file locking for more information.

Note:  A few reports can't be printed in batches

Printing a report batch is slightly different from printing an individual report. Instead of making entries and selections in a Report Customization window before you print, use the Report Batches window to choose the reporting period for the batches you want to print.

In the Period list field in the Report Batches window, you can choose any of the months or quarters in the current fiscal year, or you can choose to print information for the entire year to date.

Your selection in the Period list affects different types of reports in different ways. As an example, say you chose January from the Period list.

• Activity reports (such as the Job Activity Report) show job activity information from January 1 through January 31.

• Balance sheet reports show information as of January 31.

• Sales and purchases reports show information about your sales and purchase balances as of January 31.

Step by step

• To create a report batch
• To print a report batch
• To change a report batch
• To delete a report batch