Automated Reports
- Meagan Prost
Cloud Knowledge Base Home / Reporting / Automated Reports
Imagine effortlessly receiving reports in your inbox or sharing them with your team like clockwork.
With our Scheduled Reports solution, you can! Say goodbye to manual scheduling and hello to seamless automation!
In this guide, we’ll review:
Creating a scheduled report
In mere minutes, you can configure a report to run at your preferred intervals and frequency, with notifications sent to the appropriate team members for review.
Navigate to Integrations from the left-hand menu options
Select Scheduled Report to open the section
Click on the green New button to create a new scheduled report
Start filling out the open fields to configure the report execution:
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.
Note: This step is vital because a report with a blank parameters object type will not allow you to add any report parameters.
Start Time: Select the preferred delivery time for your report.
Recurring Type: Select the schedule for this report, ranging from daily, weekly, to monthly.
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
Important: The parameters must be an exact match, including capitalization and spelling, from areas within EAP Expert Cloud. Please review the Parameter Field Names and Values List to help.
Add team members to receive this report by selecting them from the 'Staff or Counselor' tab
Use the green Add button to add a colleague
When you are finished setting up the report, click the OK button to exit
Editing an existing automated report
You can make changes to scheduled reports anytime. Let's walk through the steps to modify an automated report:
Access Integrations via the options on the left-hand menu
Open the Scheduled Report section
Utilize the column headings to sort or filter reports. Once you've located the desired report, click on its row to open it for editing
Next, make the necessary updates, and when complete, click OK to save and close
Tip: To prevent a report from running again, simply change the recurring type to 'None.'
Deleting a scheduled report
There may be occasions when you need to delete a scheduled report, for instance, if you accidentally created a duplicate.
Go to Integrations using the options provided in the left-hand menu
Once there, select Scheduled Report to access the section
Identify the report you wish to delete and mark it with a check to select it.
Next, click the red Delete button from the main toolbar
Important: Exercise caution when using the delete button, as it permanently removes the selected report from EAP Expert Cloud.
The report will be promptly removed from the list
Troubleshooting Information
Below are a few tips to assist with common issues you may come across:
Check Report Parameters: Ensure that you have correctly set up the parameters for the report, including date ranges, filters, and other criteria. Incorrect parameters can lead to incomplete or inaccurate results.
Verify Recurrence Settings: Double-check the scheduled report's recurrence settings, including the automation's frequency and timing. Make sure it aligns with your intended schedule and requirements.
Test Automation: Conduct a test run of the automated report to ensure it generates the expected results and is delivered to the correct recipients. This allows you to identify and address any issues before the scheduled delivery.
Don't hesitate to contact your system administrator(s) for any persistent issues.
