Updated: 10/15/2024 | Views: 226
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.
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- 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".
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).
- 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.
- Click Save.
Once created, navigate to Saved Reports to access the report.
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Navigate to Saved Reports
- Click Reports > Saved Reports. The Saved Reports window opens.
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Run Saved Report
- Navigate to Saved Reports. The Saved Reports window opens.
- Click on the report name. The report generates.
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Export/Import Saved Report
- Navigate to Saved Reports. The Saved Reports window opens.
- 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.
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Edit Saved Report
- Navigate to Saved Reports. The Saved Reports window opens.
- Click the settings icon on the right of the report name. Edit Saved Report opens.
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- Edit the Settings and Subscription information as necessary.
- Click Save.
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Remove Saved Report
- Navigate to Saved Reports. The Saved Reports window opens.
- Click the settings icon on the right of the report name to edit. Edit Saved Report opens.
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- Click Remove. The report is removed from Saved Reports.
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