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Saved Reports

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Updated: 10/15/2024 | Views: 261

After you customize a report, save the report settings to create a new saved report. You can also set up a subscription to a saved report for one or more recipients that are sent through Messages (also known as the Message Center). Once created, you can run, edit, and remove a saved report. Saved reports can also be exported and imported into another Tebra account.

New Saved Report

  1. Once a report is customized, click Save Report. The New Saved Report window opens.
 Desktop_SavedReports_SaveReportButton.png
  1. Settings: Enter the information.
    • Report Name: The name for the saved report.
    • Description: A brief description for the saved report.
    • Visible: Who can access and view the saved report.
      • For users that currently have permissions to access this report, click to select "Anyone in my practice with access to the report".
        icon_tip.png Tip: Click See who has access to view the list of users who have access.
      • For System Administrators of the account, click to select "Only to account administrators".
      • For private use only, click to select "Only to myself".
    • Time Frame: Click to select the time frame for the saved report from the drop-down menu (e.g., Yesterday, Month To Date, Quarter To Date).
  2. Subscription: Defaults to Off.
    • To set up a subscription for the saved report, click On. More options display.
      • Recipients: Enter one or more recipient's.
      • Frequency: Click to select the frequency the report should be sent.
        Note: Recipients can also access the report under Delivered Reports and on-demand in the web platform under the Billing Analytics.
  3. Click Save.

Once created, navigate to Saved Reports to access the report.

 Desktop_SavedReports_NewSavedReport.png

Navigate to Saved Reports

  • Click Reports > Saved Reports. The Saved Reports window opens.
 Desktop_SavedReports_Navigate.png

Run Saved Report

  1. Navigate to Saved Reports. The Saved Reports window opens.
  2. Click on the report name. The report generates.
 Desktop_SavedReports_RunSavedReport.png

Export/Import Saved Report

  1. Navigate to Saved Reports. The Saved Reports window opens.
  2. Export or import a report.
    • To export a report, click Export. The Export Saved Reports pop-up opens. Click to select the saved report(s) then click Export. The report is saved as a file in the designated location.
    • To import a report, click Import. The Import Saved Reports pop-up opens. Click Browse to select the file then click Import. The report is listed under Saved Reports.
 Desktop_SavedReports_ExportImport.png

Edit Saved Report

  1. Navigate to Saved Reports. The Saved Reports window opens.
  2. Click the settings icon on the right of the report name. Edit Saved Report opens.
 Desktop_SavedReports_SettingsIcon.png
  1. Edit the Settings and Subscription information as necessary.
  2. Click Save.
 Desktop_SavedReports_EditSavedReport.png

Remove Saved Report

  1. Navigate to Saved Reports. The Saved Reports window opens.
  2. Click the settings icon on the right of the report name to edit. Edit Saved Report opens.
 Desktop_SavedReports_SettingsIcon.png
  1. Click Remove. The report is removed from Saved Reports.
 Desktop_SavedReports_RemoveSavedReport.png
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