Orion Report Batches

Report Batch Tool Overview:

The Orion Report Batch tool allows you to create reports for multiple clients at the same time  for you to download as PDF, send to Orion's Print Vendor to be mailed to clients, or post them directly to Orion’s client portal or eMoney’s document vault. 


This tool can be launched from either the Statement Batch Wizard option within the Quarter End Dashboard app or directly from the Orion Reporting app. Enter the information that tells the Report Batch Wizard which report to run, for which clients or accounts, and for what period. Below is an explanation of the different fields within the Report Batch wizard.

Required Fields

  • Report Selection - Enter the name of the report to run for this batch.

  • Batch Name - The Internal name for the batch to identify it from other Report Batches. Clients will not see this. The best practice is to be as explicit as possible on the purpose of the batch being created (i.e. a batch for Quarter End = Q1 2022 Batch)

  • Posted File Name - The name of the final generated report file (PDF) the client sees in their client portal.

  • Start Date / End Date - The beginning and ending dates of the reporting period that the report runs for. Alternatively, click on the Quick Dates button and select from one of the pre-built dynamic date ranges to populate these fields. Please note, reporting period start and end dates need to reflect the actual timeframe that is being reported on, not the period you are currently in. 

Optional Fields

  • Start From Inception - Enabling this starts the reporting period for each entity in the batch based on its inception date. For example, if the report batch is set to run for a group of households, the beginning of the reporting period for each report is the start date of each individual household. If the report batch is set to run for a list of accounts instead of households, the start date for each report is the start date (inception date) of the account. A Start Date still needs to be entered in the Start Date field to use this functionality.

  • Show Internal Only Warning - This adds a watermark on each page of the report that reads "Internal Only". A use case for this would be when building and testing a custom report, so it does not get confused with a final report.

  • Statement Delivery Method - Any selection made here will override the Statement Delivery Method set on each individual Household in the report batch. The best practice is to leave this set at its default setting, and set the Statement Delivery Method on each household in the Portfolio Audit app at this location: Portfolio Audit > Households > Edit Household > Statement Delivery Method. 

Once you’ve added in your report settings you can select which clients to generate the report for, create an email notification, and add PDF inserts as needed. The final report wizard screen will give you a chance to audit the report settings and email template. If everything looks good you can select the Create Batch List from the bottom right corner of the screen.

Once you’ve created your report batch you will need to generate it by going to Actions - Generate. This can take a few minutes but will keep going in the background if you navigate away from the screen or close your Orion window.

After the reports are generated you can then use the Actions option to download the statements into a ZIP folder for offline use or printing.

The Change Viewable Settings option will allow you to push the reports into the client portals or eMoney document vault. To send out the reports update the setting to Household.

If you have clients that will receive the email notification you will want to select the Send All Generated Electronic Statement. This will send out the email notification to all clients with the Statement Delivery Method of Email or Both. This email will only be sent out once per household even if the statement is regenerated or the button is clicked multiple times.

If you are using Orion's Print Vendor you will need to select the Send Generated To Print Vendor option. Please review the Print Vender Status view to confirm that the statements have been sent to the Print Vendor. Statements sent to the vendor by 12:00 pm CST will be added to the printing queue same day. Statements can take 5-7 business days to be printed and mailed out through USPS.

Important: Send to Print Vendor option is only available if you have an active Orion Print Vendor agreement. Please reach out to us at orion@xyinvestmentsolutions.com for pricing information. 

Tips and Tricks:


Email Notifications: This option gives you the ability to create an email notification that can be sent out after the reports are generated and sent to the client portals. In order to use this functionality you will need to have the Statement Delivery Method at the Household level set to Email or Both. Please note that the same email will be sent to all clients with this delivery method so you wont want to add any client specific information. 


Statement Deliver Methods:

  • Print - The report for this household will not be posted to the client portal. It will only be generated as a PDF and will be available to be sent to Orion's print vendor for printing and mailing for an additional fee, or you can download and print the PDFs yourself.
  • Email - The report will be sent to the portal and the client will receive the email notification once you have selected to send the Electronic notification in the Actions menu.  
  • Both - The report will post on the client portal with the email notification AND be available as a PDF for Printing. 
  • Website Only: The report will be sent to the portal but the client will not receive the email notification. 
  • No Statement: The report will not be generated. 





Let us know if you have any questions at orion@xyinvestmentsolutions.com or (360) 301-7579

Related Articles