Q: Batch reporting

How do I password protect my batch report?

Set the Security Options for the first report listed in the batch report to use a fixed password. Password protection is only applied to reports that are generated as PDF.

I've used an expression to password protect my report. How does this work?

The batch report will use the password set for the first report in the batch. But more importantly, it will only use the password found in the first record within that report.

The Email Options in my first report break up the report by person or business. Will this work in the batch report?

No, in this instance the setting is ignored. The finished batch report produces a single report that combines all reports within it.

How many reports can I add to a batch report?

As many as you want. However, a large report will require larger amounts of memory and disk space.

Can I add reports to the batch from other Sage software?

Yes you can. When creating a new batch report or editing one, the Edit Batch Report window is displayed. Use the Available Reports drop-down list to switch between your Sage software in order to select reports.

I can't find my batch report. Where is it?

Batch reports are identified as *.batchreport and are stored in the batch reports folder. This folder is only available from your main Sage software such as Sage 50 Accounts.

If I add a report to a batch report does it affect the original report in anyway?

No. The report that is added to the batch is still available to generate as an individual report.

If I delete a batch report does it also delete the reports added to the batch?

No. The individual reports will be available to generate as usual.

Why don't watermarks appear in my batch reports?

If you generate a batch report (or report selection), the watermark settings of the first report will be used for all the following reports in the batch.