Edit Batch

The edit batch dialog can be used to add or remove reports from a batch, rename the batch, or change batch settings for reports.  

File output location

The file output location specifies the directory where the report Excel output file will be saved. This location can be modified by clicking on the magnifying glass icon, and browsing for a new directory.  

File Name

The file name of the Excel output file can also be modified here. By default, the name of the saved performance report is used.  

Append with DDMMYYYY

Setting the �Append� option to yes will append the date to the file name of the report Excel output file generated by batch processing. If this option is set to no and a file with the same name exists in the output directory, when the batch runs it will overwrite the existing file.  

Archive Report

Selecting to archive the report will automatically store a copy of the report results in the �Archived Reports� area of Performance Reporting each time the batch runs. Archived reports are stored locally, so they are only viewable on the computer that they were archived on. Reports are archived in the following directory: %appdata%\Morningstar\PerformanceRpt\data\Archive