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Start filling out the open fields to configure the report execution:
Categorize Categorized Report: Select from the list of available standard reports.
When setting up a new scheduled report, it's crucial to ensure that the 'Parameters Object Type' is included in your 'Categorized Report Search' when utilizing the magnifying glass feature to search for existing reports.
When the 'Categorized Report Search' window appears, locate the 'Parameters Object Type' column.
If you don't see this column listed, right-click on the column headings and select 'Column Chooser.'
Then, find 'Parameters Object Type' and click, drag, and drop it onto the search window.
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Note: This step is vital because a report with a blank parameters object type will not allow you to add any report parameters. |
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Start Time: Select the preferred delivery time for your report.
Recurring Type: Select the schedule for this report, ranging from daily, weekly, to monthly.
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To create additional data to pull into this schedule report, explore the green New button under the tab called ‘Scheduled Report Parameter’
Parameter Name: This refers to the specific field within the software you want to include in your report. This could be any data point or characteristic you're interested in analyzing, such as referral source, reason for requesting service, or outcome measures.
Parameter Value: This field refers to the specific value or values associated with the selected parameter name. It represents the data you want to include based on the chosen parameter in your report. For example, the “reason for requesting service” name could be the “Primary Presenting Issue” value as the field name in EAP Expert Cloud.
Click OK to save additions to this area
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