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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