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Batch Reports

Use Batch Reports to generate multiple Excel reports from the same template.

This feature requires an Intelligo Premium license. Before you use Batch Reports, define the required Segment Filters.

Generate Reports by Using Segment Filters​

Use Segment Filters to define which reports OfficeReports should generate.

  1. Click Batch Reports.
  2. Select the categories you want to use in Segment1, Segment2, and other segment filters.
  3. Click OK.

For example, if you select all departments in Segment1 and all teams in Segment2, OfficeReports creates one report for each department and team combination.

Video: Reporting Tracking Studies

Minimum Number of Observations for a Report​

Use this setting when a report should only be generated if it contains at least a specified number of observations.

This helps prevent OfficeReports from generating reports for combinations that do not contain enough data, for example teams that are not part of specific departments.

Save as PDF​

Use Save as PDF when you want OfficeReports to save PDF copies of the generated reports automatically.

Note: In Excel, OfficeReports can only generate a PDF for a specific worksheet. OfficeReports creates one PDF file for each worksheet whose name starts with PDF.