Create and Run a Scheduled Report

Owned by Jonathan Pugsley
Last updated: May 10, 2023 by Susannie Tiempo (Unlicensed)
4 min read

Steps to create and run a scheduled report

Creating a scheduled report

  1. In the top-left corner of any Rx-Report page, select the Schedule Reports (clock icon) option of the sidebar menu.

  2. Select Create.

  3. Enter the name (required) and select the report that you want to run in the Report To Run dropdown.

  4. On the Schedule tab, you can configure the frequency, amount of data, and the start date of the scheduled report.

  • Run Every and Unit fields - set the frequency that the report will be run

  • Go Back, Unit, and Date Type fields - set the amount of data that will be in report when it runs

  • Starting At field - sets the start date and time that the report would be run. It will default to the current date and time

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5. On the Parameters tab, you can set the runtime column filters. You can set the date type and standard column filters similar way as you would in a regular report.

6. On the On Completion tab,

 

A runtime column filter is a column on the report which values you can use to include or exclude records in your report. They can only be applied when a report is run and the configurations won’t be saved, unlike standard filters. Runtime column filters are pre-defined and are report-target specific.

There are two types of runtime column filters that you can apply to your report, Date type and Standard.

Date type runtime column filters are columns in the report that have date or date/time data types. This will filter your records for a specific period.

To apply a Date type runtime column filter, you select the column for your Date Type dropdown. Then you select either a standard date Range or a custom one where you can add a Start Date/Time and End Date/Time.

Configuring a date type runtime column filter

 

All Time Date Type option turns off the time/period filter and will include all the records from the database. Range options are not applicable when All Time is the selected date type.

 

Standard runtime column filters are non-date/time columns available in the report that are identified as the commonly used categories or filters of the customers. Each report will have a specific list of standard runtime column filters. There is an option to select only records with blank values for the column.

To apply a standard runtime column filter, you select the values that you want to be included in the report for that column. You can select multiple filter values per column.

Configuring a standard column filter

 

Export to PDF

The Rx-PDF Windows service must be running to use the export to PDF function.

After running your report, you can export the results to a PDF file.

To export the results to PDF, follow these steps:

  1. Select the Setup PDF button. The PDF Template dropdown field and a disabled Generate button will display.

  2. Select the PDF template that you want to use for the export. This will enable the Generate button.

  3. Select the Generate button. This will start the export process and a disabled Download button will display.

  4. Once the PDF file is ready for download, the Download button gets enabled and you can download the PDF file.

 

Export to CSV

Another export format option available is CSV file format.

To export the results to CSV, follow these steps:

  1. Select the Export (CSV) button. This will start the export process and a disabled Download CSV button will display.

  2. Once the PDF file is ready for download, the Download CSV button gets enabled and you can download the CSVfile.

 

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