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    ezyVet

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      Getting started

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      Products

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      Payments

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      Inventory

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      ezyVet administration

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        Date and time configuration

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        Record configuration

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        User interface configuration

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        Site configuration

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        Wellness plan configuration

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        Tag configuration

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        Reports configuration

        • Access to reports

        • Control access to reports for a person

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          Automated reports

          • About automated reports

          • Configure an automated report

          • Task execution information of automated reports

          • About the Dropbox integration

          • Configure the Dropbox integration

          • Configure an automated report to export data to Dropbox

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        System monitoring

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  1. Browse documentation
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  7. Reports configuration
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  9. Automated reports

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Automated reports

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Configure an automated report

Before ezyVet can use an automated report, a practice manager must configure one.

To configure an automated report, do this procedure.
  1. Select Admin.
    The Admin tab
  2. Select Automated Reporting.
    The Automated Reporting setting
    ezyVet shows a New Scheduled Report screen.
  3. Enter a name for the automated report.
  4. If necessary, select an applicable department.
  5. Set Automatically Run to YES.
    The Automatically Run setting
  6. Select the ezyVet user account that ezyVet uses to do the report as.
  7. Use the Next Run boxes to select the date and time that ezyVet automatically does the report.
  8. Set Repeat Method as necessary.
    The Repeat Method setting
    This table gives each Repeat Method setting and its function:
    SettingFunction
    RepeatingUse Repeating to set the frequency of the report to days, weeks, months, or years.
    Last Day of MonthIf you set Repeat Method to Last Day of Month, the report automatically starts on the last day of the month.
  9. If necessary, set Send Email to YES and enter an applicable email address.
    The Send Email setting
    Note: If you set Send Email to YES, ezyVet sends a copy of the completed report to the email address.
  10. If necessary, set Memo User to YES and select an applicable staff user account.
    Note: If you set Memo User to YES, ezyVet sends a memo to the user account after ezyVet completes the report.
  11. In the Report To Run box, select the applicable report that ezyVet automatically does.
    The Report To Run setting
    Note: Not all reports are available.
    After you select a report, ezyVet shows the filters and settings of the report. The filters and settings of each report are different. This example shows settings and filters of the Contacts report:
    Filters and settings of the Contacts report
  12. Set the applicable filters and settings.
  13. Select Save.
    The Save button
Parent topic: Automated reports
Related concepts
  • About automated reports
  • Task execution information of automated reports
  • About the Dropbox integration
Related tasks
  • Configure the Dropbox integration
  • Configure an automated report to export data to Dropbox
Concepts
  • About automated reports
  • About the Dropbox integration

Procedure
ezyVet
Practice manager

Last updated: September 20, 2024

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Related Articles:

  • About automated reports
  • About the Dropbox integration
  • Automated reports
  • Task execution information of automated reports
  • Configure the Dropbox integration
  • Configure an automated report to export data to Dropbox

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