Cobra Help

Batch Reports

Use the batch reports feature to generate a number of reports for a project or ancillary data, as a group.

For example, you can generate all required end-of-month reports for a project or all rates associated with your organization, or create multiple spreadsheets filtered by Control Account Manager.

Using the batch report feature, you can perform the following actions:

  • Generate reports for a project, a master project, or an ancillary file.

    Note: Cobra does not currently support generating reports using a project and ancillary files in a single batch report.
  • Define reports that are included in the batch.

  • Filter or sort the order of the included reports.
  • Define the output type of the included reports.
  • Define the directory where you want to save the included reports.

You can also run multiple batch reports at once.


Batch Reports Dialog Box

Use the Batch Reports dialog box to manage batch reports.

Add Batch Report Dialog Box

Use the Add Batch Report dialog box to create a batch report.

Edit Batch Report Dialog Box

Use the Edit Batch Report dialog box to edit a batch report.

Copy Batch Report Dialog Box

Use the Copy Batch Report dialog box to copy a batch report to create a new batch report.

Procedures

Follow the procedures in this section to utilize the Batch Reports dialog box.


Parent Topic:

Cobra 8.7 Help System