Report Batches

[Becca Sarratt]

Has the Report Batches application helped streamline your Quarter End process?

[McLean Baran]

I used it for the first time a couple weeks ago. It really helped in generating reports – but I’m still a little confused on how to best deliver the reports to the client for next time, especially now that we have some clients who want their reports sent exclusively to their portal now. Does anyone know of some best practices for report delivery?

[Ryan Stevenson]

McLean,

Have you considered building separate groups based on how the clients want their reports delivered? You could make a group with a statement delivery method filter. Then you could create separate report batches based on how the client wants to receive their statement whether by email or in their portal.

[Author]

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