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      ezyVet administration

      • Reports configuration

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  7. Reports configuration
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  9. Automated reports

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Automated reports

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About automated reports

A practice manager can use ezyVet’s automated reports feature to schedule a report automatically. For example, they can schedule a receivables report that automatically completes each day.

After ezyVet completes an automated report, you can:
  • Automatically send a related memo to a user account
  • Automatically send a copy of the report in an email

Automated reports use the Dropbox integration for ezyVet.

User account permissions for automated reports

To configure and use automated reports, persons must have these user account permissions:
  • Administration > Scheduling Reporting Task > View Scheduled Reports
  • Administration > Scheduling Reporting Task > Add/Edit Scheduled Reports
Parent topic: Automated reports
Related concepts
  • Task execution information of automated reports
  • About the Dropbox integration
Related tasks
  • Configure an automated report
  • Configure the Dropbox integration
  • Configure an automated report to export data to Dropbox
Tasks
  • Configure an automated report
  • Configure the Dropbox integration
  • Configure an automated report to export data to Dropbox
ezyVet
Practice manager

Last updated: February 4, 2025

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Related Articles:

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

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