More Report Automation
We’re very excited to announce the the Monitor Alert report available in the Monitor Tab is now able to be scheduled to your inbox every day! That’s right, now each user can determine which types of monitor alerts they wish to receive emails about, and get the notifications automatically to your inbox each morning. Maybe you want to receive all Red Exclusion Alerts updated in the last 1 day every Wednesday, or all Yellow and Red License Alerts for a specific region every business day. Or Yellow Sanction Alerts for one facility once a week on Fridays. All of this is now possible directly through your Monitor Tab.
In order to schedule the email initially, navigate to the Monitor Tab, set your filters in order to represent which facility, view, node, color, progress status, last update range, provider name, etc that you want. From there, you simply need to click on the Monitor Alert Export at the bottom of the page then Schedule. From there you can customize your email and begin regularly receiving information around those alerts to your inbox!
Reports available for scheduling:
- Monitor Alert Export
- Cautions/Expires Export
- Provider Tab Export
- Hierarchy Dashboard Summary Export
To read more about scheduled reports, review the following support article: How to Schedule Reports
We resolved a bug that periodically occurred when downloading a report from the Corporate Dashboards or Report Tab. When running the reports normally, the system shows a circling arrow icon while processing, then when the report is ready, the system will present the user with the download link. When this bug pops up, those circling arrows do not stop even once the report is ready, so the user may not realize that their report is ready. This has been resolved.
PP v5.20.0 Release Notes