How_do_I_set_up_a_batch_report_

How do I set up a batch report?

Set up a report that will print several reports at the same time.


 

Setting up a batch report

1. Open a Connect application.

2. Open Reports > Batch Reports.

 

Batch Reports


 

3. Click New (CTRL+N).

 

Create New button


 

A blank batch report displays.

 

Select Reports button


 

4. Click Select Reports.

The Selection form displays a list of all of the reports in the application.

 

5. Click to select the reports that you want to include in the batch report and move them to the Selected Batch Reports list.

 

Selection form


 

6. Click OK.

7. Click Save (CTRL+S).

 

Save button


 

The Save Report Definition displays.

 

8. Click to select the field titled Save As New Report.

9. Enter the batch report name.

 

Save Batch Report dialog box


 

10. Click OK.

The batch report is saved. Caselle will list the report as Batch Report - [Batch Report Name].

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • What is a batch report?

      Set up a batch report to group reports together that will be printed at the same time. For example, in Cash Receipting a batch report can be created for the Payment Register and Receipt Register. When it is time to print reports each day select the ...
    • How do I suppress report prompts when printing batch reports?

      You can stop the report prompts from displaying when you print a batch report. When you run a batch report and the option to suppress report prompts is not selected, this window will prompt you to enter the report date range. The number of prompts ...
    • Batch report buttons and shortcuts

      Close (CTRL+F12) Exit the Batch Report and return to the previous menu. Delete (CTRL+D) Delete the current batch report. There is no undo for this tool. Move the Selected Report Up/Down Change the printing order of the reports in the batch report. ...
    • How do I delete a batch report?

      Use these steps to delete a batch report. When you delete a batch report, the reports in the batch report will still exist as separate reports in the application. Removing a report 1. Open a Connect application. 2. Open Reports > Batch Reports. 3. ...
    • Can I choose a default batch report?

      You can assign the batch report that you print all of the time as the default batch report. Choosing a default batch report 1. Open a Connect application. 2. Open Reports > Batch Reports. 3. Click Options (F12). The Options dialog box displays. 4. ...