Adding Reports to an Email Report Batch

To add reports to the batch:

1. Right click on a report in the Installed Reports or Saved Reports folder
2. Click to select Copy To
3. Then click to select  Report Email Batch.

The Copy window will open, and a list of existing Report Batches will be displayed in the navigation pane of the window.

4. Click on the Batch name; then click the OK button to add the report to the Batch.

 Customizing Batch Report Filter Settings

After Reports have been copied to a specific Report Batch, their filter settings can be customized for that specific batch.

To customize report filters for a report in a Report Batch:

1. Navigate to the Report Distribution Manager (Reports > Report Distribution).
2. Click to select the desired Report Batch from the list of Report Email Batches displayed in the Navigation pane. A list of the associated reports (Report Code and Display name) will be shown in the right-hand display window.
3. Select the desired report from the list. A list of recipients will be displayed below report list.
4. Right-click the selected report. A popup window will appear.
5. Select Properties from the popup window options. The Report Properties window will open.
6. Click the Filters tab and then click the desired individual Filter buttons to access filter options for each. For more information, see the Setting Report Filters topic.
7. When all desired filters have been selected, click the OK button to save the custom filter settings and exit the Report Properties window.