Schedule Dashboard, Provider, and Caution Detail to Your Email
The next phase in customized reporting is here. You can now preset search criteria from the Providers Tab, Cautions Tab, and Hierarchy Dashboard and get a regularly scheduled email of that data to your email account.
Let’s say you want to send yourself Dashboard Statistics every Wednesday to align with a team meeting? Or maybe you want to send yourself an email reminder for any required RN Licenses expiring WITHIN the next 7 days to your email every Monday and Friday? Now you can setup those days to deliver the information to you directly from your Passport account!
In order to schedule the email initially, navigate to the information, set your filters in order to represent which facility, view, node, expiring status, provider name, etc that you want. From there, you simply need to click on the report name for the Dashboard Summary or the Export->Schedule button at the bottom right-hand corner of the page for the Provider and Cautions Exports.
Initial Reports available for scheduling:
- Cautions/Expires Export
- Provider Tab Export
- Hierarchy Dashboard Summary Export
We’ll have more to to come in subsequent releases!
All emails are sent on the morning on the specified day of the week and will continue each day/week unless you delete the scheduled email from Settings Tab. Once you receive the email, you will get a high-level accounting of how many people or items match your saved filter, and you will have a link to navigate you into the system to review the details of the data securely. You can dive directly into the information within the application or export to take offline.
You can View, Edit, or Delete your scheduled emails within the Settings Tab. You can edit the days of the week and the subject line from the Settings Tab. If you want to schedule a new report with different filters, go to the tab that holds the information to setup a new scheduled report with the items you wish to detail. You can delete any previously scheduled email through the Settings Tab.
For more information on scheduling reports, review How to Schedule Reports