Scheduling a Report to Export

Reports can be scheduled to save to a pre-set location on a one-time or recurring basis. The process is akin to scheduling a report to print automatically.

To schedule a report to export:

  1. Open Propel Rx Reports.

  2. Dropdown the applicable header on the left and select the report.

    Enter the report name in the Filter field and press Enter on your keyboard to quickly locate it.

  3. Enter report criteria, if needed.

  4. Select the Schedule action button at the bottom. The Schedule Report window opens.

  5. To specify the report frequency, highlight the frequency you want to generate the report and then select Next.

  6. To specify the report timing:

    • If generating a Weekly, Bi-Weekly, or Monthly report, select a day on the left hand side.

    • If required, change the Time.

    • Enter the Start Date that the report will be generated. If generating a One Time report, select the Run Date for the report.

    • Optional: Enter the End Date for the report.

      Once the End Date is reached, the report will remain in the Scheduled Reports list with an Expired indicator.

    Select Next.

  7. Some reports will require a report period to be specified. Make selections from the dropdown lists to choose a report period and then select Next.

  8. If desired, update the Report Name.

  9. Choose where the report will be saved:

    1. Select To a file in the Report Output section.

    2. Select the Save as button. The Save File As window opens.

    3. Select a file location in which to save the report.

      You can save the report to a cloud drive on your computer. Some systems are accessible via a desktop app (i.e. DropBox, Google Drive), while others may be built-in (i.e. OneDrive in the C: drive > Users folder). Choose the location that applies to your cloud storage system.

    4. Select the file type from Save as type (CSV with Headers is recommended).

    5. Select Save.

    6. Select the Include date in file name checkbox if you don't want the report to be overwritten with each generation.

  10. Some reports provide the ability to set custom Sort and Filter options. Enter these options if required.

  11. Select Next.

  12. Review the information in the Report Confirmation window.

    If you want to make changes, select Previous to return to previous windows and make changes.

  13. Select Finish.