Describe the process of creating and exporting a schedule report for the medicalpractice. What is the purpose of the schedule report?
Solution
Purpose of the Schedule report:
A shedule report is a task that lets you export data from one or more dash boards on one-time or recurring basis. The following are the main purposes that are considered mainly.
you can create and manage your own scheduled reports while viewing dashboards. A scheduled report has both a name and a schedule which is defined in the same way as scheduled in the import of a file. You can export the dashboard in a report to the same excel file has png image or url links to the dashboard. Other export formats are available depending on the addons you have installed. The exported data can be delivered to you via email attachment or has file stored on the disk.
Creating and exporting a schedule report for the medical practice:
When creating a new schedule report first view the Dashboard in that view the first dashboard that you want to include in your report ,Set any parameter controls on the dashboard to desired filter parameters, Now click schedule on the toolbar After that schedule report definition window is opened.
Steps:
1) Select the Create new schedule option in the Schedule Report Definition. In that click next to go the next step.
2) In this step enter the Report name and choose when to send the report by schedulling it. After that select a schedule type A dialy schedule,A Weekly schedule, A monthly Schedule, A custom schedule.
now click on the edit button besides your selected schedule type to launch define report schedule window. Click on next to goto next step.
3) choose the report file format from the drop down list microsoft excel, png image, link only. If you choose excel options click excel settings to set advanced excel export option then click next to goto next page.
4) This is the last step you have to set the delivery option for the report by first choosing the delivery method from that drop down list email, create files. After setting delivery optins click finish to complete the scheduled report definition window.
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Describe the process of creating and exporting a schedule report for t.docx
1. Describe the process of creating and exporting a schedule report for the medicalpractice. What is
the purpose of the schedule report?
Solution
Purpose of the Schedule report:
A shedule report is a task that lets you export data from one or more dash boards on one-time or
recurring basis. The following are the main purposes that are considered mainly.
you can create and manage your own scheduled reports while viewing dashboards. A scheduled
report has both a name and a schedule which is defined in the same way as scheduled in the
import of a file. You can export the dashboard in a report to the same excel file has png image or
url links to the dashboard. Other export formats are available depending on the addons you have
installed. The exported data can be delivered to you via email attachment or has file stored on the
disk.
Creating and exporting a schedule report for the medical practice:
When creating a new schedule report first view the Dashboard in that view the first dashboard
that you want to include in your report ,Set any parameter controls on the dashboard to desired
filter parameters, Now click schedule on the toolbar After that schedule report definition window
is opened.
Steps:
1) Select the Create new schedule option in the Schedule Report Definition. In that click next to
go the next step.
2) In this step enter the Report name and choose when to send the report by schedulling it. After
that select a schedule type A dialy schedule,A Weekly schedule, A monthly Schedule, A custom
schedule.
now click on the edit button besides your selected schedule type to launch define report schedule
window. Click on next to goto next step.
2. 3) choose the report file format from the drop down list microsoft excel, png image, link only. If
you choose excel options click excel settings to set advanced excel export option then click next
to goto next page.
4) This is the last step you have to set the delivery option for the report by first choosing the
delivery method from that drop down list email, create files. After setting delivery optins click
finish to complete the scheduled report definition window.
