WORKING WITH BATCH JOBS FOR CLIENT PRESENTATIONS

Transcription

1 WORKING WITH BATCH JOBS FOR CLIENT PRESENTATIONS Batch printing allows you to print several presentations at once. You can print presentations to a printer, PDF, or XPS file. This document walks you through all of the settings available in the batch job and explains how to create, delete and run a batch job within PortfolioCenter. Online If this is your first time setting up a batch job, there are a few steps that need to be performed prior to setting up the batch job to ensure accurate client presentations. For more information on these steps, see First Batch Job Process Checklist. CREATING A NEW BATCH JOB Before you can run a batch job, you must set up the batch job in PortfolioCenter. Follow the instructions below to set up a batch job. 3 From the tool bar, select New Batch Job The Batch Job settings screen will appear in the right pane. 4 Edit the settings, as needed, using the descriptions on the table starting on the next page. 5 On the menu bar, click the Save or Save All buttons to save your changes so they will be applied to the batch job. Save will save any changes to the active tab and Save All saves changes to every open tab in the Batch Jobs window. DocumentID: SPT Last Updated: April 25, 2014

2 BATCH PROCESS JOB SETTINGS SETTING Name Description Presentation Portfolio set DESCRIPTION A unique identifier for the batch print job. If you are setting up a batch job for web publishing, make sure the name of the batch job does not contain any dashes, hyphens, or spaces. A description of the batch print job, such as quarterly reports. The name of the selected Presentation. A Presentation is a collection of pages with PortfolioCenter data points, associated with a theme for a professional, cohesive look. The name of the selected set of clients for whom you are printing the Report Presentations. A set is collection of portfolios and/or groups with a common characteristic other than family ties and you can use either Static or Smart Sets for this setting. Online For more information what sets are and the difference between Static and Smart sets, see Static Sets vs. Smart Sets. Save as type The output type for this batch process job. You can select: PDF, XPS or printer only. Working with Batch Jobs for Client Presentations Page 2 of 5

3 Note When printing batch jobs with large images (normally larger than 1MB in file size) print to XPS format. When selecting XPS format as your output type you can only produce individual export files for each presentation, not a single export file. When the XPS output type is selected, the Number of Presentations section in the batch job settings will be grayed out and the section will default to the Create an Export File for each Presentation option. Send to printer Printer Select Printer and Preferences Check this box to send the batch output to your default printer in addition to PDF or XPS files. The selected printer for the batch job. If you have selected Print Only or checked the Send to Printer box, this field displays the default printer you have selected in your Operating System. If you do not want to use the default printer and printer settings you can change them here. Select from a list of available printers, print multiple copies, turn on duplex printing, or change other printer preferences Important If you select a printer other than your default printer, or change the settings on the default printer within PortfolioCenter, the settings are not saved and you must change the settings each time you run the batch job. Save In Include portfolio description in the file names The path to the folder where you want to store the files, if you have selected either the PDF or XPS output option. If you have selected the PDF or XPS output option and the Create an Export File for Each Presentation option, you can check this box to include the portfolio description in the file name. The Portfolio Description is either Last Name, First Name or Company Name. The file name would appear as: Portfolio Description_AccountNumber_YYYYMMDD.pdf Note If a Portfolio or Group does not contain an Account Number, Presentation Studio will use the Portfolio or Group ID in place of the account number. The Portfolio ID is a unique identifier that is generated when the Portfolio or Group is created in PortfolioCenter. Number of presentations Create a single export file Number of presentations Create an export file for each presentation Order of presentation generation Order by description only Order of presentation generation Order by advisor then description As of date If you have selected the PDF output option, and select this option, the batch process creates one file for all presentations in all portfolios. If you have selected either the PDF or XPS output option, and select this option, the batch process creates one file for each presentation. Sorts the presentations by portfolio description. Groups the presentations according to the advisor handling the portfolio and sorts the presentations by portfolio description within the grouping. The date for which you want to run reports; defaults to the most recent month-end. This date is not tied to the As of Date that is stored in the Portfolio Reports screen, and will not be affected if a user changes the Portfolio Reports As of Date while the batch process is running. Working with Batch Jobs for Client Presentations Page 3 of 5

4 Price date Run batch job The date of the price file used on your reports; defaults to the same date in the As of Date field. Starts the batch job process. RUNNING A BATCH PROCESS JOB In the section above, you learned how to create a batch job. Follow the steps below to run a batch job. 3 Select the batch process job you want to run and then double-click to open the batch job settings screen. 4 Verify that all of your settings are correct. If you selected a printer other than the default printer, be sure you ve selected the correct printer. Also, be sure to verify the As of date and Price date. 5 Click Run batch job 6 When the batch job is complete, the Batch Job Results window appears, similar to the example on the right. Click the link to review the log to identify errors within the presentations that need correction. 7 When you are finished with the batch process, click OK to close the Batch Job Results dialog. Working with Batch Jobs for Client Presentations Page 4 of 5

5 DELETING A BATCH JOB Occasionally, you have a batch job that you no longer want or need. Follow the instructions below to delete a batch job. 3 There are two ways to delete a batch job within the Batch Jobs window: On the tool bar, click the Delete button. Right-click the batch job you want to delete and click Delete For institutional audiences only Schwab Performance Technologies ( SPT ). All rights reserved PortfolioCenter and PortfolioCenter Hosted are products of Schwab Performance Technologies ( SPT ). SPT is a subsidiary of The Charles Schwab Corporation separate from its affiliate Charles Schwab & Co., Inc. ( CS&Co ). CS&Co is a registered broker-dealer and member SIPC that provides brokerage services, while SPT licenses software and provides related technology products and services. Individual names, account numbers and contact information listed in this document are fictional and not intended to reflect any existing individuals. Both real and fictional securities are listed in the document. Securities and strategies reflected in the document are for educational purposes only and are not, nor should they be construed as, recommendations to buy, sell, or continue to hold any investment nor do the accounts listed reflect individual securities accounts or holdings. Any similarity to an existing individual or account is purely coincidental. Screen shots are provided for illustrative purposes only and may be abridged. Working with Batch Jobs for Client Presentations Page 5 of 5