Run reports on a schedule with the parameters you choose
Also listed as: Report with job schedule parameters
What is it?
Your team can schedule reports to run as batch jobs and set the report's parameters, such as filters or date ranges, as part of the schedule.
Why does it matter?
Reports arrive on time with the right settings, without someone running them by hand.
Start thinking about
- Which files and batch jobs are critical to your business cycle, such as contributions or payment runs?
- How are bad records in inbound files handled today, and who corrects them?
- Which partners exchange files with you, and which formats do they expect now and in future?
- What processing windows must your batch jobs fit, and what happens when one runs late?
- Where should staff sign off before automated file or batch steps take effect?
- How will you plan regression testing of your critical batch jobs around an upgrade?
Terms used on this card
- Batch job
- A scheduled task that processes many records at once, such as nightly payments or file imports, without anyone clicking through each one.