Adding Scheduled Reports

You can schedule reports to run in both your personal and hospital folders, but you may need Add Content rights to add to the hospital folder.

To schedule a report:

  1. If it is not already there, copy the report to one of your custom folders. Reports can be scheduled to run from your personal/custom hospital folders only.
  2. Open the folder containing the report, and click Schedule on the report pod.
  3. The scheduling screen opens to a listing of schedules for this report if any exist. To add to that schedule, click on the New Scheduled Report link located in the upper right corner of the dialog box.
  4. Configure the scheduling options in the panel to fit your reporting need. All fields are required unless otherwise noted:
    • Instance Name - Assign a name to the scheduling instance. This does not change the name of the report but may help identify a particular instance of the report.
    • Recurrence - Choose when you want the report to run automatically (once, daily, weekly, monthly, yearly). Also select the time, date, or range that you want the schedule to run.
    • Parameters - Select the prompts to be entered when the report runs. Prompts will vary according to the report selected.
    • Format and Destination - Specify the output format and location to send the report when scheduling. In most cases, you will use the default of Web Intelligence output format, but you may wish to schedule a report to run as an XLS, PDF, CSV, TXT, or CSV archive (zip) file instead. Reports are automatically saved to the report history, but in addition, you can choose to send them to any Acuity user in your organization or to Assurance for more secure sharing. You may also opt to receive an e-mail notifying yourself and others when a report instance has successfully completed running.
  5. Click Save to set the schedule.

The report will now run automatically at the specified time. Each time the report is run, it will generate an instance in the system. To view the history of instances, click on the title of the report in the workspace pod. See Viewing Scheduled Reports for more information.