Running a report on multiple records at once from Data Viewer

You can run multiple reports at once from Data Viewer. For example, this allows you to run a Project Status Report on all of your active Projects at once, rather than needing to navigate to each Project and run the report multiple different times.

If you're curious about running a monitoring report for multiple site visits, check out this article which discusses the topic in-depth.

Navigate to Data Viewer and open a view which has a category that matches the category of the report. If you're running a site visit report, you'll need to pull up the 'All Site Visits' view, if running a project report, the 'All Projects' view, etc. You may need to create a view if one doesn't already exist.

Apply filters or adjust the query as necessary to make multi-selection easy. In the screenshot below, I've applied a status filter to the 'All Projects' view.

Next, select the records you want to run the report for. You can select all by using the top left check box, or select them individually.


Next, click on 'Run Report' and select the report you want to run. If your report does not appear in the list of available reports, then the category of the view and the report do not match. You will need to either adjust the category of the report or the view.



Once the report is run, you can save the report as a .pdf, send it to another staff member for review, or save it as a draft.


Report settings which affect bulk report creation

The two most important settings in a report, as it relates to creating multiple reports at once, are Category and Create separate reports for each source

Category is the main object which the report will be run on. Portfolio Records, Projects, and various kinds of work (Site Visits, Surveys, Baseline Reports, etc.) are all example categories. The category of the report must match the View used to run the report.

Create separate reports for each source tells Landscape whether or not you want to treat the saved report as multiple reports or a single report. If set to 'Yes', then a page break will be inserted between each object, and when saved as a .pdf, multiple documents will be created. It will also save a separate report for each object, so after it is saved you will no longer be able to see all of the reports in a single context. If set to 'No', then the report will be treated as a single object. In most cases, if a report is intended to be run in bulk, you want the setting to be 'No'.


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