Batch Reports

A report batch is a group of reports that can be printed simultaneously. For example, you may want to create a report batch that contains all your regular monthly financial statements.

NOTE: Some reports, such as the Reconciliation report, can’t be added to report batches because you need to specify the information to be printed each time you want to print the report. Saved custom reports are also excluded.

If you share your company file on a network, you should note that this task requires single‑user access. You must be the only user logged into your AccountEdge Company File.

To Create a Report Batch

1. Go to Reports on the top menu bar, select Report Batches from the dropdown
2. Click New
3. Enter a name for the batch.
4. Click each report you want to include in the batch. To remove a report from the batch, click the report name again. A check mark appears to the left of each selected report.
5. Click OK. The Report Batches window reappears with the name of the new batch in the scrolling list.

1. Go to Reports on the top menu bar, select Report Batches from the dropdown
2. Select the relevant period from the Period dropdown. You can choose any of the months or quarters in the current fiscal year, or you can choose to print information for the entire year to date
3. Select a report batch for printing and click Print

1. Go to Reports on the top menu bar, select Report Batches from the dropdown
2. Select the batch you want to change and click Edit
3. Make the necessary edits and click OK to save your changes

1. Go to Reports on the top menu bar, select Report Batches from the dropdown
2. Select the batch you want to delete, right-click and then select Delete Batch
3. Confirm deletion by clicking OK