Batch Reporting - Creating Batch Reports

Contents

• Introduction
• Batch Reports
• Setting Up a New Batch Report
• Adding Reports to a Batch
• Running Batch Reports
• Common Report Locations

Introduction

Batch Reports are a useful time-saving tool in Accord that removes the need to manually run each report one by one. This guide will give a step-by-step guide on how to create these batch reports.

Batch Reports

The Batch Reports screen is accessed through the Calculation Tab:

Selecting Batch/Task Manager will open the Batch Reporting functionality. Any current active batch reports will be shown in alphabetical order. There are a number of options available on the right sided menu:

• Run / Edit will open the selected batch reports. This will be used to run the batch reports, or to make changes to existing batches.
• New will create a new Batch Report.
• Disable Batch will remove the batch from the Active Batch Screen. Any disable batches can be viewed by selecting "Disabled Batches" in the top right corner of this screen.
• Rename will allow you to change the name of a batch report. These are listed alphabetically, so it is advised to name them with numbers first in the order you would want them listed, see example below:
  •        1. Pre Update Reports
  •        2. Post Update Reports

Setting Up a New Batch Report

To create a new batch report, select New in the Active Batch menu:

This will open a new menu where you can give a name to your batch reports. This can be changed later if required using the Rename button.

Select OK, and the new batch will appear in the list of Active Batches. To add reports to this batch, select it and click Run / Edit:

This will open a new screen where we can make changes to the Batch.

Adding Reports to a Batch

After opening your batch report there are a number of options on the right hand side menu:

• Add Task will add a new report to the list
• Disable Task will remove the selected report from the list
• Edit Task will allow you to change details about a selected report in the list
• Move Task Up will move the selected task up one space in the order
• Move Task Down will move the selected task down one space in the order
• Save Batch will save any selected changes

To add a new report, click Add Task. This will open a submenu where you can select the desired report. The reports are divided into categories as they are in the main accord application. There is a list at the bottom of this article where you can find the category for most common reports. Please note that there are still a small number of reports that are still unavailable through batch reporting.

Once the desired report is selected, you can change the location that the report will save to, the format of the file, and the name of the file when it saves.

Click Save, and the report will be added to the list of reports in the batch.

Example

For this example, we will add the Payroll Run Details report to the batch. To run this report manually, we would go to Calculation -> Print Payslips & PreUpdate Reports -> From Per. Accum. - > Payroll Run Details.

In the Batch Reports, this would be located similarly as per the below:

Select the Task category "Pre Update Per Accumulators Reports" and add Payroll run details.rpt in the Selection/Template field.

We can also change the options below to save the file to a specific location, save as a PDF/Excel File or change the name format:

Running Batch Reports

Once you have added all of the desired reports to your batch, click save batch, and it is ready to be run. 

Click Run Batch, and the reports will save to the folders specified in each specific task.

If there are any errors, this will be displayed in the Last Run Result column and you can view the error to see what the issue was.

If you only want to run some of the batch, you can tick the reports you need in the Selected to Run column. This will default back to all reports selected each time you open the batch. 

When the Batch has finished, the saved reports will now be available in your selected folder(s).

Common Report Locations