How to: Create and run Reports in Batch

Created by Erik Åkerlund, Modified on Mon, 20 Feb 2023 at 02:29 PM by Erik Åkerlund

It is possible to create a Batch for running a number of reports at the same time.

First you have to create the reports you would like to run in the batch. Recommended is to create the reports with date codes and a specific name for use only when running Batch.

Then you have to create a portfolio with the reports. Go to Register -> Portfolio grouping. Click on Create new, name the batch and select type BA. Under 'Code' choose the reports to be included in the batch by selecting from the LOV (list of value), Save.

To run your reports in batch:

Go to Middle Office -> Reports in Batch

Type in Date, choose your Portfolio and Output format. Save and then Run. All reports within the Batch will be processed.

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