Download Batch Reports

Reports that are output to a file (for example, CSV or PDF) and completed scheduled reports are known as batch reports. You can download reports that were output to a file, and also view completed scheduled reports from the Batch Report page in the Report Manager.

To view or download batch reports, your user role must have at least read-only access to the Report Manager feature in System Roles (Manage Features > Report Categories).

To view or download batch reports

  1. Go to Home > Reports > Report Manager. The Report Manager opens.
  2. Click Batch Report. The Batch Report page opens. It lists batch reports in reverse order of when they were generated.
  3. Click the name of a report to either view it or download it, depending on its configured output format.

Additional Information

About the Report Manager

View and Edit Report Schedules

 

Why does the help differ from what I see on the screen?

 

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