Scheduled Reports - Batch Report

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

To schedule a batch report for email, take the following steps:

1.       You must first identify and save your desired Batch Report

a.       See how to documents:

                                                               i.      Save Report as a Favorite

                                                             ii.      Create Batch Report

2.       Select the File tab on any report

3.       Select Schedule Reports

4.       Select Batch Report you want to schedule and Click Schedule

a.       Batches are designated in bold

5.       Identify the following:

a.       Required: Select Frequency to deliver the batch report and the Day/Date to deliver On

                                                               i.      Weekly: identify day of week

                                                             ii.      Monthly: identify day of month

b.       Required: Select the individuals from the Left you would like to receive this batch report and move them to the Right

c.       Optional: Update default email text

d.       Click Save

6.       Your Batch Report now appears in the selection List with the scheduled delivery time

Note: Data delivered in reports are based on firm member permissions (i.e., only data that user has access to see).