Reports - Download Scheduled Batch Report

Access level: Any Member (see Note below for exceptions to data delivered)

To download a scheduled batch report, take the following steps:

1.       Go to any report (i.e., Review > Surveys Sent) and Select the File tab

2.       Select Schedule Reports

3.       Select the Batch Report you want to review and Click Download

a.       Batches are designated in bold

4.       Your Batch Report will automatically Download

a.       Save file to your preferred drive location

Reminder: Data viewable in reports is based on firm member permissions (i.e., only data that user has access to see).