Editing Scheduled Reports
Use the schedule editing feature if you find the need to update or correct the settings of a recurring scheduled report. The schedule will be updated upon save, replacing the original instance completely. It will not create a new one.
Take the following steps to complete your edits:
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From your personal or hospital folder, click Schedule on the report pod.
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Right-click on the name of the recurrence you want to edit, and select Edit.
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Modify the scheduling options in the panel to fit your reporting need. All fields are required unless otherwise noted.
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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.
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Recurrence Tab - Choose when you want the report to run (once, daily, weekly, monthly, yearly). Also select the time, date, or range that you want the schedule to run. The default time period for recurring report schedules is to one year. This period can be modified based on specific reporting needs.
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Parameters Tab - Select the prompts to be entered when the report runs. Prompts will vary according to the report selected.
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Format & Destination Tab - Specify the output format and location to send the report when scheduling. In most cases, you can use the Web Intelligence default, but you may wish to schedule a report to run as an XLS, PDF, CSV, TXT, or CSV archive (zip) file instead. You may also opt to receive an e-mail notifying yourself and others when a report instance has successfully completed (or failed) running. Finally, choose to save the report to the report history or to any Acuity user in your organization.
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Click Save to set the schedule. The schedule is updated with the new configuration.
