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General steps to use automated reports

It is important to know the general steps to configure and use automated reports correctly.

This table gives information about each step and the applicable documentation:

StepInformationDocumentation
1Read general information about:
  • Automated reports
  • The Dropbox integration for ezyVet
Note: The only function of the Dropbox integration for is for automated reports.
About automated reports

About the Dropbox integration

2Configure the Dropbox integration.Configure the Dropbox integration
3Configure an automated report.Configure an automated report

Task execution information of automated reports

4Configure the automated report to export data to Dropbox.Configure an automated report to export data to Dropbox
5Open Dropbox folders to get access to report output.Not applicable.