Automatic Report Runner

 

Use the Automatic Report Runner to group reports so that you can print them in batches.  This feature is useful when there are multiple reports to print, such as at month end and year end.  Watch a tutorial on using the Automatic Report Runner.

 

To add reports to the Automatic Report Runner:

  1. From the Reports menu, select the report to add to the Automatic Report Runner.

  2. Select report options and then click Add to Report Runner.

  3. You will be prompted to enter a Report Description.  For example, if you are adding a lawyer report you might want to indicate whether the report is printed by working, responsible or originating lawyer.

  4. Enter a Group Name to add the report to.  If you are creating a group of reports to print at month end it may be useful to name the report group Monthly.  If you enter a report group that does not exist one will be created.  If reports share characteristics such as date range, add them to the same group.  Reports that do not share common characteristics should be in separate groups.

  5. Click Ok, and continue adding reports.  Click Cancel if you don't want to add the report.  

 

Printing reports using the Automatic Report Runner

Modifying report groups

Automatic Report Runner tips