Batch Order Rules

The options you select in your Batch Template determine the order in which reports appear in the PDF. Reports are listed according to the order set in your template. However, the order in which account-level reports appear depends on whether you select the "Aggregate Accounts" or "Segregate Accounts" option in the Batch Schedule.

Let's say you set up the following template:

Report A (Account-level report)

Report B (Account-level report)

Report C (Client-level report)

Report D (Account-level report)

 

For the account-level reports in the template, if you have not selected the "Aggregate Accounts" or "Segregate Accounts" check boxes, reports will be sorted by account order first, then by the report order specified in the template, as follows:

  1. Account 1, Report A

  2. Account 1, Report B

  3. Account 2, Report A

  4. Account 2, Report B

  5. Report C

  6. Account 1, Report D

  7. Account 2, Report D

If you want account-level reports to be grouped by report type rather than by account, check the Segregate Accounts check box. The reports in the sample template above would instead be generated in this order:

  1. Account 1, Report A

  2. Account 2, Report A

  3. Account 1, Report B

  4. Account 2, Report B

  5. Report C

  6. Account 1, Report D

  7. Account 2, Report D

Batch Reporting Categories

Batch reports are divided into three categories: practice-level, client-level and account-level. When batch reports are generated, practice-level reports are saved in a separate PDF from client- and group-level reports.

The reports included in each category are as follows:

Practice-level Reports

Client-level Reports

Account-level reports