Using Reports to Review Batch Jobs

Review details of batch job operations in reports generated by Batch Manager. You can display, print, and export Job Detail reports for all job types. Reports are useful for locating any errors or problems that may have occurred during the processing of batch jobs. Report data can be grouped by identical values and sorted, depending on the active grid view when reports are generated.

Report detail can vary based on the type of operation performed in the batch process. For most job types, the return ID, name, and office display for each return in the batch. The status of each operation and comments explaining the status of the operation are provided.

To view, print, or export reports, do the following:

  1. Open Dashboard.
  2. Click Application Links on the navigation panel.
  3. Click Batch Manager under Tax.
  4. Do any of the following:
  5. ClosedView a report.
    1. Select a job from the Job Status grid.
    2. Click View in the Job Detail Report group on the Home tab.
    3. Review the report or select another report option. See Using the Job Detail Report for information about the Job Detail Report options.
  6. ClosedPrint a report.
    1. Select a job from the Job Status grid.
    2. Click Print in the Job Detail Report group on the Home tab.
    3. Select a printer.
    4. Select your printer options, if needed, and click Print.
  7. ClosedExport a single report.
    1. Select a job from the Job Status grid.
    2. Click Export in the Job Detail Report group on the Home tab.
    3. Accept the default destination or select a different location.
    4. Accept the default file name or enter a different file name.
    5. Click Save to export the report in Microsoft® Excel® (XLS) format.

      6. Note: A file with the same name and destination is overwritten.

    6. Select from the following options:
      • Open. Open the exported file.
      • Open Folder. Open the folder containing the exported file.
      • Close. Return to the Job Status grid.

    ClosedExport multiple reports.

    1. Select multiple jobs from the Job Status grid.
    2. Click Export in the Job Detail Report group on the Home tab.
    3. Accept the default destination or select a different location.
    4. Click Save to export the reports. A separate Microsoft® Excel® (XLS) file is created for each job selected, including the job type, date, and time in the file names.

      5. Note: Files with the same name and destination are overwritten.

    5. Select from the following options:
      • Open Folder. Open the folder containing the exported files.
      • Close. Return to the Job Status grid.