Configure an automated report
Before ezyVet can use an automated report, a practice manager must configure one.
- Select Admin.
- Select Automated Reporting.ezyVet shows the New Scheduled Report screen.
- Enter a name for the automated report.
- If necessary, select an applicable department.
- Set Automatically Run to YES.
- Select the ezyVet user account that ezyVet uses to do the report as.
- Use the Next Run boxes to select the date and time that ezyVet automatically does the report.
- Set Repeat Method as necessary.This table gives each Repeat Method setting and its function:
Setting Function Repeating Use Repeating to set the frequency of the report to days, weeks, months, or years. Last Day of Month If you set Repeat Method to Last Day of Month, the report automatically starts on the last day of the month. - If necessary, set Send Email to YES and enter an applicable email address.Note: If you set Send Email to YES, ezyVet sends a copy of the completed report to the email address.
- 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.
- In the Report To Run box, select the applicable report that ezyVet automatically does.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:
- Set the applicable filters and settings.
- Select Save.