Printing report batches

A report batch is a group of reports that can be printed together. For example, you may want to create a report batch that contains all your regular monthly financial statements.

note : Some reports are excluded from batches

Some reports, such as the Reconciliation report, can’t be added to report batches because you need to specify information to be printed each time you want to print the report. Saved custom reports are also excluded.

To create a report batch

caution : Single-user access required

[AccountEdge Network Edition only] If you share your company file on a network, you should note that this task requires single-user access. For more information, see ‘Single-user file locking for special tasks’.

1	Go to the Reports menu and choose Report Batches. The Report Batches window appears.

2	Click New. All the reports that can be in a batch will appear.

3	Enter a name for the batch.

4	Click each report you want to include in the batch. A tick appears to the left of each selected report.To remove a report from the batch, click the report name a second time.

5	Click OK. The Report Batches window appears again with the name of the new batch in the scrolling list.

To print a report batch

1	Go to the Reports menu and choose Report Batches. The Report Batches window appears.

2	Select the relevant period from the Period list.

You can choose any of the months or quarters in the current financial year, or you can choose to print information for the entire year to date.

Your selection in the Period list affects different types of reports in different ways. For example, if you choose January, activity reports will show job activity information from 1 January to 31 January and balance sheet reports will show information as of 31 January.

3	Choose a report batch for printing and click Print. Each report in the batch is printed.

To change a report batch

1	Go to the Reports menu and choose Report Batches. The Report Batches window appears.

2	Select the batch you want to change and click Edit. The New/Edit Batch window appears.

3	Change the batch name, if necessary, and the reports contained in the batch. (Click a report to select or deselect it.)

4	Click OK to save your changes.

To delete a report batch

1	Go to the Reports menu and choose Report Batches. The Report Batches window appears.

2	Select the name of the batch you want to delete.

3	Go to the Edit menu and choose Delete Batch.