Schedule Reports using the Job Scheduler

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.



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



  1. Select 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
  1. Select Save or press F2.



View the Report

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



OR


From Admin on the left sidebar, select Job Scheduler.

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



  1. Select View on the Report History screen.


    


  1. Report Output.



Learn More

Create a Job to run a Custom Query Report

Job Scheduler Overview

    • Related Articles

    • 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 ...

    • 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: ...

    • Job Scheduler FAQs

      What is the Job Scheduler? The Job Scheduler is used to run scheduled tasks and reports, such as Batch Eligibility. How do I know that my job has failed? If a Job has failed: It will be in the list of Jobs notated as Failed. In the Encounter by ...

    • Job Scheduler Overview

      Access the Job Scheduler Select Admin on the Left Side Menu. Select the Job Scheduler Button in the Setup panel. Basic Structure of the Job Scheduler The Job Scheduler is used to run scheduled tasks and reports. For example: A job created for Batch ...

    • Batch Eligibility Using the Job Scheduler

      Create the Batch Eligibility Job You must have Real-Time Eligibility Verification enabled in your Database to check Eligibility in a batch. Contact Support for more information. The Job Scheduler runs Eligibility in a batch for the Patients on your ...