How to: Create On Demand Reports
The On Demand report type allows you to view message results and response for a specific time period. You can run the report on a specific message or a specific clinic.
Create an On Demand Report
- Log-in to: https://hms.teletask.com/, your email address is your username.
- Click Reports
in the top menu bar.
- Select On Demand
as your report type.
- Use the drop-down menu bar to select a Message Group or choose All messages.
- Enter your Starting and Ending Date Range for this report.
- Optional: Limit the report results by participants that belong to a particular Clinic Name or choose All clinics to include all participants.
- Optional: Choose if you’d like to Change Report Columns by checking the boxes of the fields to include in the report.
- Optional: Under Customize Order, Drag and drop the
Field Names to reorganize the order they appear in the report results. Drag and drop the titles to change the order that they display in the report file.
- Press the Update
button to finalize the changes.
- Optional: Add additional fields by pressing the Add Field
link. Use the Select Field drop-down to add an additional field and confirm with the Apply Filter
button.
- Click Generate Report
to finish creating the report and view the results.
After the report is generated, scroll down on the Reports page to view the statistical results. Once the results are generated, you can export them as a .csv Excel file
or choose to print them
.
- For more information regarding report values, please visit: Report Values
- If you find you are repeatedly using the same On Demand report criteria, consider scheduling the report to receive results through email. For more information visit: How to: Schedule Reoccurring On Demand Reports
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