Scheduling a Report

Reports can be scheduled to be generated once or on a recurring basis such as daily, weekly, bi-weekly, monthly, etc. For example, a report can be scheduled to generate every two weeks, on the same day of the week or every three months, on the same day of the month.

For a quick demo on scheduling a report, watch the video below.

To schedule a report:

Open Propel Rx Reports.
In the Select a Report window, highlight the report you want to schedule.
Select Next. The main tab of the report opens.
Enter report criteria, if needed.
Select Schedule. The Report Scheduler Wizard opens.
Highlight the frequency you want to generate the report.
Select Next. The Report Timing window opens.
If generating a Weekly, Bi-Weekly, or Monthly report, select a day on the left hand side.
If required, change the Time.
Enter the First Date that the report will be generated. If generating a One Time report, select the Run Date for the report.
Optional: Enter the Last Date that the report will be generated.

The report will become expired after the last date indicated.
Select Next.
If the report requires a report period, the Report Period window opens.
Make selections from the dropdown lists to choose a report period.
Select Next. The Report Name and Report Output window opens.
If desired, update the Report Name.
Select a Report Output option.
Some reports provide the ability to set custom Sort and Filter options. Enter these options if required.
Select Next.
Review the information in the Report Confirmation window.

If you want to make changes, select Previous to return to the previous windows and make changes.
Select Finish. The window returns to the report main tab. Enter any additional report criteria if required and select sort options if available.
Select Save.