BatchConfig Files

  • BatchConfig Files

    Posted by Doug McLean on December 20, 2023 at 11:37 am

    Who here has created a BatchConfig file for running Summary reports to reuse in a workflow?

    This is a great tool when you run the same report repeatedly.

    Doug McLean replied 2 months ago 3 Members · 4 Replies
  • 4 Replies
  • Troy DeGroot

    Organizer
    December 20, 2023 at 12:07 pm
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    Do you mean for running summary reports? I have created a few extremely basic ones for different companies or demo purposes. Got any tips?

    • Doug McLean

      Member
      December 20, 2023 at 5:12 pm
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      Yes, I’ll edit.

  • Chris Riley

    Member
    December 20, 2023 at 12:57 pm
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    I have toyed with it a little, but have not implemented it into any workflow yet.

  • Doug McLean

    Member
    December 20, 2023 at 5:19 pm
    Points: 11,780
    Rank: UC2 Brainery Blue Belt I UC2 Brainery Blue Belt I

    The BatchConfig file is really the first step in any kind of automation. It will give you a consistent output of data.

    If I had any tips it would be to filter your Markups list first for just the columns you want first, that will give you a bit of a headstart.

    It’s going to take some experimentation to get it exactly right, but it’s well worth the time investment.

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