How to: Create an Automated Report

How to: Create an Automated Report

The Automated report section allows you to view your Scheduled Reports and Automated Email Reports. You can also view a history of your automated reports, or edit any existing reports.

Scheduled Reports

These are the On Demand, Scheduler and Web Survey reports that you have chosen to schedule on a reoccurring bases.
  1. Log-in to: https://hms.teletask.com/, your email address is your username.

  2. Click Reports  in the top menu bar.

  3. Choose Automated   as your report type.

  4. Under Scheduled Reports, you can see any existing On Demand, Scheduler, and Web Survey reports that were previously scheduled



    Note: For more information on creating or viewing reports visit:

    1. On Demand Reports: How to: Schedule and Edit Reoccurring On Demand Reports
    2. Scheduler Reports: How to: Schedule and Edit Reoccurring Scheduler Reports
    3. Survey Reports: How to: Schedule and Edit Reoccurring Survey Reports

Automated Email Reports

These are Automated Email Reports which are emailed to specified users on a daily, weekly, or monthly basis. The option to enable receiving Automated Emails Reports is found on a user's profile.

Configure a User Account to Receive Automated Email Reports

  1. Log-in to: https://hms.teletask.com/, your email address is your username.

  2. Click Settings  in the top menu bar.

  3. Select User Profiles  to see your list of users.

  4. Press Edit next to the account that you would like to set up to receive Monthly Message Summary Report.



  5. Check the box for Receive Monthly Message Summary Report.



  6. Press the Update button to finalize the change.

  7. Set up the report by following the steps below for the report the user should receive.

Set Up Automated Reports

Message Summary Report

This report is broken down into Voice Messages, Text Messages, Email Messages, and Messages by Group or Clinic and their associated sent status and totals over the specified a daily, weekly, or monthly period.
  1. Click Reports  in the top menu bar.

  2. Choose Automated   as your report type.

  3. Locate the Automated Email Reports section.



  4. Check the box for the Message Summary Report.



  5. Select the frequency of the report Daily (last 24 hours), Weekly  (last 7 days), or Monthly (last 30 days) from the drop-down menu.


  6. Use the Select Recipients drop-down to choose who will receive the reports.
    Note: Users will only get the email if they also have it enabled in their user profile. 



  7. Press the Update  button to finalize the selection of users. 

Daily Message Summary Report

This report is broken down into Voice Messages, Text Messages, Email Messages, and Messages by Group or Clinic and their associated sent status and totals for a single day. The report generates on the specified day(s), at the specified time for that day.
    1. Click Reports  in the top menu bar.

    2. Choose Automated   as your report type.

    3. Locate the Daily Message Summary Report.



    4. Use the drop-down menu to select a send time for the Daily Message Summary Report on each day the report should generate.
      Note:       This report will only generates if a time is choose from the drop-down.



    5. From the drop-down menu, select Recipients that will receive the report notification emails.


No Messages Uploaded Report

This report can be used as a reminder to save files to your Upload folder when using automated messages. The report only generates if a file has not been uploaded that day by the specified time.
    1. Click Reports  in the top menu bar.

    2. Choose Automated   as your report type.

    3. Locate the No Messages Uploaded Report.



    4. Use the drop-down menu to select a send time for the No Messages Uploaded Report.
      Note: This report will only generate if no files are uploaded before the specified times.



    5. From the drop-down menu Select Recipients that will receive the report notification emails.


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