Creating Search Folders / Batches

Reports or searches can be batched together into a group / folder for future access. You can then schedule to run this batch at a later time.

See Scheduling a Batch of Reports for details.

All batches / folders display in the top-right section of the Search and Reports screen.

Creating a Batch / Folder

  1. Select New Batch on the toolbar and the New Batch form displays:

  2. Enter a name and select OK,the batch displays in the top right:

  3. Drag and drop searches from the left section into the folder / batch, the number of items in a batch displays in brackets alongside the Batch name.
    Note - You cannot include a template search or report if it has never been run before.

To remove a search or report from a batch / folder

Right click on the search and select Remove.

To delete a batch

Right click on the batch heading select Delete and then OK to confirm deletion:

See Scheduling a Batch of Reports for details.
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.