Schedule Reports using the Job Scheduler

Reports can be scheduled to run automatically.

• Date Span options allow for relative options, such as, Yesterday, Current Week, Previous Month, Period End, Previous X days, weeks, months, years, etc.

• For Example:

• If the report is set up to always run Previous Month, the Date will never need to be changed.
  
• It can be added to the Job Scheduler to run on the first day of the month, and it will always run the previous month.
  

To Schedule Custom Query Reports: Schedule Custom Query Reports using the Job Scheduler.

Create a Job to run Reports

1. From Reports on the left sidebar, select the Report to run.

2. Set the parameters for your report and Run to make sure the report output is what you expected.
3. Click Save in the Saved Report Filters box.
4. Enter a Title for the Report and a Description
5. Click Save or press F2.

6. Click the small Green Calendar to the right of the saved report.

   

Pop-up displays the Modify Job Schedule screen

1. Run Functions: Defaults to Report.
2. For User: Choose a user.
3. Upload Options: If applicable, select the checkbox to Upload to external site?
4. Choose site from the dropdown if applicable
5. Pattern: Choose how often you want the job to run.
6. Range:

• Select a Start Date.
• Select Time of Day you want the report to run.
• Select No End Date, # of Recurrences, or select an End Date

7. Click Save or press F2.

View the Report

On the Report Dashboard: In My Reports panel, click View on the scheduled report.

OR

From Admin on the left sidebar, select Job Scheduler.

1. Click View on the Report that ran from the Job Scheduler

2. Click View on the Report History screen.

3. Report Output.
   

• Related Articles

• Use the Job Scheduler to Batch Statements

  Use Job Scheduler to Batch Statements Create a job to run Statement batches From Admin on the left side bar, select Job Scheduler Select Add. Run Function: Select Batch Statements from the dropdown. Batch: Choose one of these Options: ...

• Reports Criteria Overview

  Most Reports default to the Post Date which is controlled by the date used in the Reference Batch. My Reports Panel: The Reports that the User has run are shown in this Panel. You can choose to see Unread reports only. Report History: This is the ...

• Job Scheduler FAQs

  The Job Scheduler is used to run scheduled tasks and reports. For instance, a job created for Batch Eligibility checks Insurance Eligibility for all patients on the calendar for a chosen day. The Job Scheduler consists of three basic panels, but some ...

• Batch Eligibility Using the Job Scheduler

  Create the Batch Eligibility Job The Job Scheduler runs Eligibility in a batch for the Patients on your Appointment Schedule for a specific day. From Admin on the Left Side Menu, select the Job Scheduler button. (Admin > Job Scheduler) Select the Add ...

• Apply ERAs using the Job Scheduler

  Using the Job Scheduler provides the option to auto-apply ERAs using a set of Criteria. Mutliple Jobs can be created to meet your needs. The Job Criteria determines how the ERA is posted, such as: Apply by Paid Date By ERA ID Specified order to post ...