Any user that wants to download the bulk report file must have the Download security permission.

Add the Download Security Permission

For each role that you want to be able to download the bulk report file:

1. Navigate to Settings > Roles.
   The Roles page displays.
2. Search for the role to which you want to add the permission.
   For example, in the following image, the user wants to allow Administrators to use this feature and enters admin in the search field to display all roles that include the word "admin".
   
   
   
   
3. Click the caret next to the role name to open it (ensure the Security tab is selected).
4. Go to the System section and click Edit next to Jobs.
   The Edit Role Security screen opens.
   
   
   
   
5. Select the Download security permission.
6. Click Save changes.

Generate a Bulk Report

1. Click Reports on the main menu to open the Reports page.
   
   
   
   
2. Use the Report toolbar to configure the Bulk Report file:
   • Association: Select No Association, All Associations,  or a specific association.
     Note: Board members and Service Providers cannot run reports for All Associations/Portfolios.
   • Portfolio: Only applicable when using All Associations.Select a portfolio of associations. 
     Note: The list consists of only the associations/portfolios that you have access to. 
   • Sort: Sort the associations inside the generated PDF by either AssocCode or Assoc Name.
   • Report Date: Select the date/period when reports should run (the last day of the previous month is the default). This is the ending date for the reports. 
   • Report: Enter the name of the report to be generated.
   • Order No: Select which reports to include. In the Order No column, click the row for the report you want to include and the Order No selector field will appear, allowing you to set the order that each report will appear in the PDF.
     
     
     
     

3. Click Generate Bulk Reports.
    A success message displays.
   
   
   
   

4. Navigate to the System > Jobs screen and select Include Completed Jobs to see the completed Bulk Report job.
   
   
   
   

5. Click Download to download the PDF file.
   Within the PDF file, each report is bookmarked for easy navigation in the order that you configured with the Order No selections. Each Report name will contain the Assoc Code and Report Name, appearing as: [assocCode]_[reportName]