Configure A Report To Run Automatically As Part Of the Batch Report Process

This outlines How To Configure A Report To Run Automatically As Part Of the Batch Report Process in Back Office.

How To?      ▲ ▼

Do as follows:

• Navigate to the Administration menu in Back Office.
• Select the Batch Reports option, to open the Reports screen.
• Select the New option to open the Batch Report Edit screen.
• Enter a name in the Name field in the header section for the Batch report being added. For example, Daily GL Export Activity.
• In the Report section:
  • Select the select option opposite the Report Name field in the to open the Reports screen:
    • Locate and select the required report.
    • Select the Period required for the report. For example, for the previous trading period to be reported, select the Yesterday option.
    • Select any filters/options that are available and applicable to the selected report.
    • Select the Select option to select the report and exit the Reports screen.
  • Select the Venue.
  • Select the Clerk. The Clerk/Staff Member selected must be authorised to have access to all information across all Venues that will be included in the report. This is especially important for multi-Venue databases.
  • Select the date the next time the report is required to run. That is, the first time it will be run automatically.
• In the Report Frequency section, select and configure the required frequency (date and times) the report will be run.
• In the Destination section, select one from the options available, and configure it's applicable options as required.
• In the File Type section, select when applicable the type of output file to be generated from the drop-down list of options.
• Select the Save option to save the report. The report will be added to the grid of the Batch Reports screen.
• Ensure the Process Batch Reports option is selected in the End of Day Options screen.
• Ensure the End of Day service is running.

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