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How to use the Batch Report Wizard


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Overview

Batch scheduling can now be done using the Batch Function Wizard. This tool allows you to easily create a batch file to customize a generic report for specific individuals. This article shows how to properly configure and use the new Batch Report Wizard in the Jet Excel Add-In.

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Using the Batch Wizard

  1. Begin by filling out the template definitions

    • Batch Template Name - This will be the name for the batch report Excel file
    • Input File - Select the Jet report to be used for batch creation
    • Output Folder - This will be the folder that the generated reports will be stored locally, even if being emailed. 
    definition_tab.png

    Click Next to open the Output tab

  2. Define the Output Mode and Output File Organization settings

    output_tab.png

    Click Next to open the Email tab

  3. Now we will need to define the email parameters for sending out the generated reports

    email_tab.png

    Note: If SMTP is selected, SMTP settings must be configured in Jet > Settings > App Settings > SMTP

    If you wish to send the batch reports via email, then select Outlook or SMTP from ‘Send method’ drop-down. This opens the Recipients, Subject, and Body fields for the generated email.

    email_tab_inital.png

    Depending on how the input file is structured, there may be named fields used for email recipients, email subject line, and the email body. If named ranges were established, the user clicks on Use Named range and a pull-down arrow appears to enable the user to select the proper named range.

    email_named_ranges.png

    Alternatively, the user can manually add the email recipients into the field using a semi-colon as a delimiter.

    smtp_config.png

    If you do not want to send out emails and 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 in the Output Folder selected in the Definition section for further action.

    Click Next to open up the Batch List tab

  4. Next, the data source the report will run against needs to be selected and the filters the batch file will be built upon will need to be identified.

    The purpose of this screen is to define the Data Source from where the information is coming, this will default to what Jet is currently using. The information from this window will facilitate in creating the command lines via an NL(Rows) formula.

    batch_list_ds_select.png

    This requires a successful data source connection to create a batch report. Select the desired data source and click on 'Test Connection' and once a successful connection has been established a pop-up message will appear.

    batch_list_ds_success.png

    After successfully connecting to the data source then the Table, Field, and Filter fields will be enabled for user selection. If additional filters are needed for the batch file, select 'Add Filter'.

    batch_list_config.png

    Click Next to open the Options tab

  5. Finally, configure the Named Range for Batch List Options

    The Batch List Range is the key component to dynamic batch scheduling. This determines the value for which each report will be generated, i.e. by Sales Person, by Store, by Region, etc. Additional Option Ranges define other items that need to be updated before a report is run, i.e. date filter, region, product line.

    options_tab.png
  6. Once everything has been configured to your liking, click on the Finish button and the batch report template will be created. A Jet Scheduler task can be created using the batch report template. For more information regarding batch report scheduling please see this article.


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