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Batch builder

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The Batch Builder allows you to collect multiple lookups that you can then run as a batch. This is particularly useful if you want to run a large number of lookups, or if you want to save and reuse a set of lookups either on a scheduled or ad hoc basis.

Saving a batch

  • Open a batch that is already saved. Make any desired changes to it.

  • When you are finished, click Save.

  • Clicking this accesses the Save Batch screen. This screen has these fields:

    • Save as New (radio button)
    • Replace Existing (radio button)
    • Name (text box)
    • Category (pull-down menu)
    • Description (text box)
    • Permissions (table)

  • After making selections, click Save to save this batch. Now when you click the Open button, you will see this batch.

Opening/sending a batch

  • Click Open. Your saved batches are displayed.
  • Click Send. This accesses the Send a Lookup Report screen. This screen has these fields:
    • Recurrence (drop-down menu)
    • One-Time (radio button)
      • Immediately
      • Date
    • Send To (text box)
    • Message (text box)
    • Attachment (drop down menu)
  • Make your selections to schedule and send your batch.

Running a batch

  • Clicking Run accesses the Batch Queue.
  • It clears the batch off the Batch Builder screen. It now appears in superscript on the Batch Queue tab. (1 item)
  • The batch runs in a queue in the background. You can continue to do other work.

Tip

You can run up to 10,000 lookups (default). If you need the ability to run more, please contact your client services representative.