Sign Up for Training |
insightsoftware Company Site
Submit a Request
Become a Jet Insider
Give Feedback

How to use the Batch Report Wizard

For Jet Reports 21.4.1+

Related Articles...


You can batch schedule your reports with the Batch Report Wizard. Use this tool to create a batch file to customize a generic report for specific individuals. This article explains how to configure and use the Batch Report Wizard in the Jet Excel Add-In.


Setting up a batch report

To set up a batch report
  1. Define the template definitions:

    1. Batch Template Name - Enter the name of the batch report Excel file.
    2. Input File - Select the Jet report to be used for batch creation.
    3. Output Folder - Select the local folder where the generated reports will be stored, even if being emailed. 
    4. Click Next. The Output tab is displayed.
  2. Define the Output settings:  

    1. Select the Output Mode from the drop-down list.
    2. Select the Output File Organization from the drop-down list.
    3. Click Next. The Email tab is displayed.
  3. Define the email parameters for sending out the generated reports.

    1. Select the Send method. Depending on your selection, additional options may be available. email_tab.png
      • Select Do not send email if you do not want to send out emails. You might plan to distribute them manually using some other media or directly from their email client without using a named range of recipients. The batch reports will be created and stored for further action in the Output Folder that you selected on the Template Definition tab.
      • Select Outlook or SMTP (recommended) if you want to send the batch reports via email. Additional options are displayed where you can customize the generated email.

        Note: If SMTP is selected, make sure to configure the SMTP settings in Jet > Settings > App Settings > SMTP.email_tab_inital.png

    2. Edit each email option. Depending on how your input file is structured, named fields can be used for the email recipients, subject line, and body. If named ranges were established, select Use Named range, then select the proper named range from the drop-down list. You can also edit each option manually.email_named_ranges.png

      1. Add one or more Recipients, using the semicolon (;) as a delimiter.
      2. Enter the Subject  of the email.
      3. Enter a Body  text.
      4. The report is included by default. Deselect Attach report if you don't want to attach the report to the email.
    3. Click Next. The Batch List tab is displayed.
  4. Select the data source the report will run against and identify the filters the batch file will be built upon. The information from this step will facilitate creating the command lines via an NL(Rows) formula.

    1. Select the desired Data Source. By default, this field contains the data source that Jet is currently using.
    2. Click Test Connection to verify that you can connect to the selected data source. A successful data source connection is required to create a batch report. 

      When a connection has been established successfully, you will be notified. Once you close this notification, the other options on this tab become editable.

    3. Enter your information in the CompanyTable, and Field options. If you need additional filters, click Add Filter.
    4. Click Next. The Options tab is displayed.
  5. Configure the Named Range for Batch List Options.

    1. Select the Batch List Range from the drop-down list. This is the key component of dynamic batch scheduling. It determines the value for which each report will be generated, i.e. by Sales Person, by Store, by Region, etc. 
    2. Select an Option Range for each other item that needs to be updated before a report is run, i.e. date filter, region, product line, etc.
  6. Click Finish once you have configured everything to your liking, and the batch report template will be created.  You can then create a Jet Scheduler task using the batch report template. For more information regarding batch report scheduling, see this article.

Was this article helpful?
0 out of 0 found this helpful