Scheduled Reports Guide

Transcription

1 Scheduled Reports Guide Clarity Group Healthcare SafetyZone Portal Training Guide Copyright Clarity Group, Inc. 2019

2 Allow Users to Create and Manage Scheduled Reports Location: Administration User Maintenance The ability to schedule or manage scheduled reports is a privilege that is granter per user. Within a user s profile there are two checkboxes that grant that user the ability to schedule reports and to manage/modify those scheduled reports. Note: When a user has the ability to manage scheduled reports they can make changes to the report and delete it. Either of these actions can affect everyone who is scheduled to receive the report. 1 P a g e

3 Create a Scheduled Report Location: Analysis Wizard Scheduled Reports can be created while in the Analysis Wizard. The report criteria (Time Frame, Form, Event type, Locations) must be selected as if you are creating a template or ad hoc report. However, scheduled reports also allow you to select a start date, time period (how often the report will be sent), and the user(s) the report will be sent to electronically. Different time periods will require different additional fields to be filled out. For Weekly reports, select the day of the week for the report to run on. For Monthly reports, enter the date that the report should run on each month as well as how often the report should run. For example, if you wish to create a quarterly report, you can enter 3 in this box to have the report run every 3 months. Enter 1 in the How Often box to have the report run every month. Note: The Day box only takes numeric values so your answer must be entered in numeric format. DO NOT enter values in the Day box in any of the following formats: 12 th, last, seventeenth, Wednesday. 2 P a g e

4 For Yearly reports, enter the month and day the report should run on each year. Note: The Day box only takes numeric values so your answer must be entered in numeric format. DO NOT enter values in the Day box in any of the following formats: 12 th, last, seventeenth, Wednesday. Manage a Scheduled Report Location: Analysis Wizard A button will be available for selection on the top part of the Analysis Wizard page. This button will take the user to their scheduled reports. If a user has the ability to schedule reports, but doesn t have the ability to manage them, they will see the following view when they click the Scheduled Reports button. From here, the user has the ability to run or view the details of any report that has been assigned to them. If the user has the ability to schedule reports and the ability to manage scheduled reports, they will see the view below when they click the Scheduled Reports button. 3 P a g e

5 From here, the user has the ability to run, view the details of, modify, or delete any report that they have been assigned. When the Modify link is clicked for a report, the user will be able to edit any of the information about the report including its name, description, frequency, and the users who are notified when the report runs. They are also able to edit the criteria the report uses by clicking the blue buttons along the left hand side of the screen. Click the Back to All Scheduled Reports button to go back to the list of scheduled reports. 4 P a g e

6 Clicking the Manage Scheduled Reports button enables the user to modify, view the details of, or delete any scheduled report in the system. They can also search for reports by either the name of the report or the name of a user it is assigned to. Receive the scheduled report via The report is sent out electronically early morning on the date you set the report to run/re-run. The will contain the name of the report, any description that has been given, and a link that will allow the user to view the report. 5 P a g e

7 View the report Once the user clicks the View Report link they will be taken to the login page where they must enter their Username and Password. Upon logging in the report will display. Exit Report Click this button to close the report. Time Frame Click this button to adjust the date range and possibly produce a larger or smaller number of records. This new date range will only apply to the report they are currently in. It will not affect the date range settings for the scheduled report. Export to Excel Click this button to export the results to an Excel spreadsheet. Graphing Click the button to graph the results of this scheduled report. Print Results Click this button to print the Result Set tab. Previous This button returns you to the previous tab you accessed within the scheduled report. (i.e., If you are on the Result Set tab and you click Previous, it will to the Time Frame tab.) 6 P a g e

8 If you have any questions regarding the Healthcare SafetyZone Portal and its reviewing capabilities, please do not hesitate to contact the Clarity Help Desk at or 7 P a g e