Run batch reports
Run reports

Run reports

Configure and run reports by dataset, entity, dataset purpose, and date range, and view them on screen or download them as an Excel file.
Most reports can be customized using parameters such as dataset, entity, dataset purpose, and date range.
note
However, some reports have limited or no parameters. For example, Import History, Calculation, and E-Filing History reports use only the date range parameters. Reports such as Client Entity Details have no parameters except output format, and trial balance reports allow only a single dataset and single entity.
To run reports:
  1. Select
    Reports
     to access the list of available reports.
  2. Select the report you want to run.
  3. Select
    Configure and Run
     for the report.
  4. In the window that opens, define the parameters for your report:
    • Enter at least 1 parameter.
    • If you want to filter by date range, select both a
      From Date
       and a
      To Date
      .
    • Select the dataset first — entities are populated based on the dataset you select. Then select the entities you want to use.
    • When selecting entities, mark
      Select child entities when group selected
       to include all entities in a selected group automatically.
    • For dataset, entity, or dataset purpose parameters, you can choose
      Select all
      . If you select more than 1 option for a parameter, the number of selections appears. If you select only one, the name of that selection is shown.
    • If a selection conflicts with the logic of other selections, the report ignores it. For example, if you select a dataset purpose that doesn’t apply to the selected datasets or entities, the report runs based on the datasets and entities only.
    • To reuse parameters in future reports, select
      Save Parameters
       and enter a name. Previously saved parameters appear in the list, and can be selected at any time.
  5. Select the output format:
    • Screen
      : A new window opens for each report.
    • Excel
      : Each report appears in the
      Output
       tab of
      Reports
      .
  6. Select
    Run
    .

Run batch reports

Use batch reports to generate multiple reports in a single run.
Follow these steps:
  1. Go to
    Reports
    Batch Reports
    .
  2. Select
    Add
     to create a new batch report.
  3. Enter a descriptive name for the batch report.
  4. Use the checkboxes to select the reports you want to include in the batch.
  5. Select
    Create Batch Report
    . The batch report will appear with
    Configure
     and
    Run
     options in the
    Actions
     column.
  6. In the configuration window, define the required parameters (such as dataset, entity, dataset purpose, or date range) then select
    Run
    .
After the batch report runs, the
Output
 tab opens automatically, where you can check the status of the batch report and download it when it's finished.

This article applies to:

  • Product: ONESOURCE Trusts
  • Subject: Reports