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Create Advanced Report Notifications
Overview
- Any advanced report can have notifications configured.
- The schedule can be customized.
- Disable notifications when no longer needed.
Steps to Configure Advanced Report Notification
1. Select and Configure the Report
- Choose a report from the advanced reports list.
- Set report criteria (optional). Example criteria:
- Program(s) – Defaults to all; select as needed.
- Service(s) – Defaults to all; select as needed.
- Program Instance – Defaults to all; modify if needed.
2. Define the Date Range
- Choose a date range to filter the data. Options include:
- Specific Date Range – Fixed start and end dates (use calendar button).
- Specific Start Date with Ongoing End Date – Fixed start date with an adjusting end date (options: yesterday, today, end of today).
- Rolling Time Period – Dynamic date range (e.g., last 60 days).
3. Create the Scheduled Notification
- Right-click on the report and select Notification > Scheduled.
- In the Set Up Notification dialog:
- Name the notification.
- Enter a description.
- Choose if the notification should run immediately.
4. Define Notification Schedule
- Click the edit icon next to Define Schedule.
- Enable the schedule. (Disable here if no longer needed.)
- Set the time zone. (Recommend choosing your local time zone.)
- Select the start date and time (after 7:30 AM ET recommended).
- Choose a Repetition Pattern:
- Daily – Can run every day or at intervals.
- Weekly – Set for specific days of the week.
- Monthly – Choose specific days and months.
- Set an end date (recommended).
- Click CHECK to save.
5. Define Export Content
- Click Add Export Content.
- Choose an Export Format:
- Entire View – Full report.
- All Visible – Only the visible page.
- Selected Items – Specific pages.
- Configure settings:
- Select Export Sortable Dates and Include Parameter Values.
- Choose to display parameter values at the top or bottom.
- Enable options like Freeze Header Rows and Append Date to File Name (recommended for tracking).
- Click CHECK to save.
6. Select Delivery Options
- Click the edit button next to Delivery Options.
- Choose a Delivery Method:
- Email – Send report via email.
- File (SFTP) – Requires SFTP access (contact support if needed).
- Add recipients:
- Click Add Recipient (+ icon).
- Enter the recipient’s email.
- Choose if the recipient may unsubscribe.
- Add a Message Subject and Message (included in the email).
- Ensure Attachments is selected (or the report won’t be included).
- Click CHECK to save.
7. Finalize Notification Setup
- Click CHECK at the bottom of the Set Up Notification dialog.
- The notification is now set and will generate email notifications as scheduled.