Schedule a Scheduler Report

1. Click Reports  in the top menu bar.
   
   
2. Choose Scheduler  as your report type.
   
   
   
3. Choose which Resource that you want to run the report for. By default, All resources are selected.
   
   Note: The Resource selected cannot be changed once the scheduled report is created.
   
   
   
   
   
4. Optional:  Choose if you’d like to Change Report Columns by checking the boxes of the fields to include in the report. 
   
   Note: The Report Columns cannot be changed once the scheduled report is created.
   
   
   
   
5. Optional:  Choose if you’d like to Change Field Order for these columns. Drag and drop the titles to change the order that they display in the report file. 
   
   Note: The Field Order cannot be changed once the scheduled report is created.
   
   
   
   
6. Press Schedule Report .
   
   
7. In the Schedule Report dialog box, enter the Report Name.
   
   
   
   
8. Select the Schedule to run for the previous day (each day) as Daily, previous week (once a week) as Weekly, or previous month (once a month) as Monthly.
   
   
   
   
9. Enter the Start Date & Time, which will be the bases for the report's generation schedule.
   
   
   
   
10. Add the End Date for the report. If left blank, the report will automatically end one year after the start date.
    
    
    
    
11. Optional: Check the box for the SFTP Outbox to allow the report files to be available to download through an SFTP file transfer client. The reports will be stored in an Outbox folder.
    
    Note: For questions about accessing these reports, please contact our Support Team.
    
    
    
    
12. Optional: Pick any Users you’d like to receive an Email of the report results. Reports are automatically available under the Automated Reports tab.
    
    
    
13. Under Report Formatting, use the drop-down menus to choose the Date Format and Time Formats to be used in the report.
    
    
    
    
14. Under Report Details, choose if you want the report based on Appointment details or a Summary of scheduled appointments.
    
    
    
    
1. Optional: Limit the report results by participants that belong to a particular Clinic Name or choose All clinics to include all participants.
   
   
   
   
2. Optional: Add Filter  to filter results by a selected field you can choose from the drop-down menu.
   
   
   
   
15. Click Save   to finalize your selections. The report will run on the provided Start Date & Time. 
    
    
    

View Automated Scheduler Report History

1. Select Reports in the top gray bar and choose Automated.
   
   
   
   
2. To view the results of a report, select History under the Action heading.
   
   
   
   
3. Download the file using the Download Link for a specific day's report.
   
   
   
   

Edit Automated Scheduler Reports

1. Select Reports in the top gray bar and choose Automated.
   
   
   
   
2. To edit the results of a report, select Edit under the Action heading.
   
   
   
   
3. Make any needed changes. Press the Save button to finalize the changes for future reports.
   

Delete Automated Scheduler Reports

1. Select Reports in the top gray bar and choose Automated.
   
   
   
   
2. To Delete the results of a report, select Delete under the Action heading.
   
   
   
   
3. Confirm the deletion of the report by pressing the Yes button.