Scheduling basic reports for your practice is very easy. Follow the steps below to schedule reports :
Step 1: While you’re logged into the staff portal, navigate to the side menu and click on gear like icon, there you will find an option labelled as ‘Scheduled reports’, click on it.
Step 2: You will see the following page on your screen. After that click on the blue colored button labeled as “Schedule New Report”.
Step 3: The following screen will appear giving you the below mentioned options:
Report: This is a drop down where report types are listed as options you can select from.
Recipients: Input here the emails of all the persons(each separated by comma) whom you want to receive the reports.
Recurring: If you want the reports to be emailed periodically/repeatedly, select this option otherwise deselect it and input the date on which you want to send the report.
Frequency: This is a drop down that includes option to schedule date when the reports will be sent out.
Once you have entered all the information , click on submit button to save. You will be redirected to the index page of reports.
* If you have scheduled a report once, then you will not see the same report type option while scheduling reports again. If you wish to make any changes, you can modify scheduled reports from index.
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