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Creating Report Email Batches

NOTE: Reports can only be emailed in batches. A report Email batch may contain one or more reports.

Report Email Batches may be created from the Report Manager (Reporting>Reports) OR the Report Distribution Manager (Reporting>Report Distribution). The procedure is the same:

1. From the Report [Distribution] Manager right-click on the Report Email Batches folder.

new report email batch.jpg

2. Click the New option from the popup menu. The Create Report Email Batch window will open. 

batchcode-id-output.jpg

3. Under the General tab, enter a Code and Display name to identify the Report Email Batch being created.

4. Click the Output tab and click the Type: drop-down box to select the Type of file desired for the Report Email Attachment.

outputselect.jpg

Then click OK.

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