Batch reports

Batch reports allow users to add multiple reports to a single “Batch” and run them all within a single process. This means that time can be saved when running your regular daily reports, as you can do them all at once rather than one by one.

How to create a batch report

1. Press the Create new report button in the top right hand side of the ‘Reports’ screen and select Batch report from the drop down menu.
   
2. Name the report, give it a description and set the category.
   
3. Select the reports that you wish to be in the batch from the ‘Reports list’ and press the Add button. Multiple reports can be added simultaneously by using ctrl-left click to select them prior to pressing the Add button. Repeat this step until all the desired reports are added.
   
4. Press save.

*The order in which the reports are displayed can be changed using the Up and Down buttons. If you wish to remove a report from the batch this can be done by selecting it from the list on the right and clicking the Remove button.

Generating a batch report

1. Simply select the batch report you wish to run from the list of reports and either double-click it or press the Run button on the right hand side of the screen.
   
2. The criteria screen will be displayed. This will show an aggregate of the criteria available for each report. Select the required criteria and press OK.
   
3. Fusion will then generate each of the reports selected and present them all on the same report as different pages so that they can be emailed, exported, or printed.

Pinning a batch report

As batch reports may be used daily, it can be useful to pin a batch report to the dashboard to allow users to access it quickly and generate their daily reports with a single click.

How to pin a batch report

1. Either generate the report or select it from the report list and press the Pin button in the top right hand side of the screen.
   
2. Select your desired background colour, title, and criteria to be used.
   
3. Press OK to finish.
4. The batch report will now appear as a tile on your dashboard.