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.