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The Batch Report Generation function allows you to generate a group of records in a single process and be notified via email when the batch is ready for download. This function does not print a batch of reports but does create a compressed or zipped file that can be downloaded to your PC. Once the file is downloaded, you can use the printing functions on your PC to print individual profiles or a group of profiles at one time.

 

Instructions

Batch generate reports for download Go to Manage Reports | Batch Functions | Generate Reports for Download.

EPIC: Batch Functions

Select a Product Family and Product, and use Search to locate and select a set of records (must be a group of like products).

EPIC: Report Criteria search

Note: You can only select one type of Product/Profile in each batch. You cannot mix different products even though they are for the same person since the report options are different for each profile.C

Click Next.

Overwrite the default file name if you choose (this can help you locate the .ZIP file later). If you choose not to name your batch, EPIC uses the current date and time to identify your Batch File.

EPIC: File name edit
 
File name rules: Cannot exceed 50 characters, contain non-English characters or contain any of the following special characters: \ / : * ? " < > |. You do not need to add a file extension to your batch filename.

Choose the Report Features and Content you wish to use (varies by product).

Select the type of report you wish to create in the Report Options section (varies by product).

EPIC: Report options
 

Press the Next button.

Review the list of reports that will be generated, and uncheck the box for any that you do not wish to include, then press the Generate Batch button.

EPIC: Generate Batch

Select the first button: Generate Batch.

A message appears letting you know the approximate time this batch of reports will take to generate. Press the OK button to continue.

EPIC: Estimated time for report generation

The following confirmation message provides a link to the batch download page. At this time you may perform additional functions in EPIC or logout completely, and your reports will continue to generate behind-the-scenes. An email will be sent to the email address associated with your EPIC account when the batch process has completed.

EPIC: Batch started

A message will also appear on your EPIC home page when batch reports are ready.

EPIC: Home page message.

Batch files will be retained on the system for 7 days.

Click on "download" or nivigate to the Manage Existing Download Files page to locate your files. This page displays information regarding zipped files, and links for downloading third-party software applications that will allow you to view your files.

EPIC: ZIP downloads

See also:
Batch create Comparison Reports

Return to EPIC Quick Start Guide
PDF document EPIC Help for Sub Accounts