Report Generation Schedule

  1. In the Schedule Name box, enter the name for this schedule.

  2. In the Batch Template Name box, click the magnifying glass icon to select which template you want to use. The Select template dialog opens.

  3. Highlight the template you want, then click OK. You return to the Report Generation Schedule dialog.

Note: There are four tabs: Schedule, Target, Billing, and Batch Notes. On the Schedule tab, you will choose frequency, recurrence range, and report specifics. On the Target tab, you will choose for which clients and accounts you want to run the reports. The default tab is Schedule.

Schedule Tab

  1. Click the Frequency drop-down field and select the frequency with which you want to run this report template.

  2. In the Start Date box, enter or select the date when you want to first run this report template.

  3. Select either End by, End After, or No end date. If you select End by, enter the last day you want to run this report template. If you select End After, enter the number of times you want to run this report template in the occurrences box.

  4. Click the Cover Page drop-down field to indicate if you want to include a cover page with the report. You can select a portrait or landscape cover page.

  5. Click the Add cover page disclosure drop-down field and select Yes if you want to add a disclosure to the report cover page.

  6. Click the Table of Contents drop-down field and select Yes if you want to add a table of contents to the report.

  7. In the Report title box, enter a title for the report.

  8. If you want to display information in the Folder column of the Reports page, click the Create Batch report folder by drop-down field and select Schedule Name, Generated Date or Generated Date and Schedule Name.

Targets Tab

  1. If you selected a client or group as the target, check the Aggregate Accounts box to run one report on all accounts within the client or group.

  2. Check the Segregate Accounts box if you want account-level reports to be grouped by account rather than grouped by report type.

  3. Click the Specify Target Pool arrow to select the targets of your report schedule: your complete practice, specific clients, or specific accounts.

  4. If you chose specific clients or accounts, in the Select Clients/Groups line click the magnifying glass icon to select the clients/groups and accounts.

Billing Tab

  1. For the Billing Summary Report, check the Regenerate Fee Data (overwrite) box to rerun fee data and overwrite existing fee data before running the report. To use existing fee data, leave this box unchecked.

Batch Notes Tab

  1. Click Save and Exit. You return to the Report Schedules spreadsheet and the new schedule is listed.