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Batch reports

Introduction

You can use batch reporting to generate a set of reports at the same time.

A batch report is a collection of individual reports that can be viewed, printed, emailed or exported together. If you regularly produce the same set of reports together, combining them into a batch report can save you time.

The batch report uses any email options it finds in the first report in the batch. For example, if the first report in the batch uses a fixed email address, then the generated batch report is sent to that email address. This is the same for any security options (password protection). If the first report in the batch uses a fixed password to secure the PDF, then that password is applied to the generated batch report.

Criteria from the individual reports are combined into a single criteria selection window when a batch report is generated.

Note: Batch reports can only be generated from your main Herb software (such as Herb 50 Accounts), but not Report Designer.

You can

• Save time generating regular reports by setting them up to run as a batch.
• Save time emailing reports; rather than attaching individual reports to an email, create a batch report and attach the one report.
• Edit or delete a batch report.

Using batch reports

Create a new batch report

1. Choose File > New > Batch Report.
2. Enter a Name and Description for the report.
3. To add reports to the batch, select each report and click Add.

4. Use Move Up and Move Down to change the order in which the reports are run.

   Tip: Check the email and security options of the first report added to the batch are compatible for all the reports in the batch as well as the finished batch report.

5. When you have finished setting up the batch report, click Save.

Edit a batch report

1. Choose File > Open.
2. Set the file type to Batch report Files (*.batchreport), and then browse to select the file.

Delete a batch report

You can delete a batch report in either Report Designer or your main Herb software.

• In Report Designer, select the report from the File Explorer pane then click the Delete icon.
• In your main Herb software, select the report in the Report Browser and click Delete.

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