Generate or schedule a report

You can generate reports or schedule recurring reports.

  1. Select + Add New .

  2. Select the report type on the left side of the page.

  1. Select the report parameters. Report parameter options will vary based on the selected report. See Report options for information about each option.

  2. Select Generate Report or Schedule Report. The report appears in the report list. See View reports for more information.

For information about each report, see Available reports.

Report options

The available options vary based on the selected report.

Field Definition
Client(s)

Client ID

The Client(s) and Client ID fields behave the same way. Select the client(s) that will appear in the report.
Report Name

A default name is entered for the report. If needed, delete it and enter a new name.
Sort By

 

Select how the report data will be sorted.

 
Format

Select the report format.

This field is for the Custom Hotline Index.

Select to view the last 12 months or the last 24 months of your test utilization history.

This field is for the Custom Hotline Index.

Select a date span for hot line tests to view in the report.

Create report now, Schedule for later

Select Create report now to generate the report immediately, or select Schedule for later to schedule it for later and make it recurring.

This field is for the Daily Billing Summary Report.

Select a date. The generated report shows the charges that were billed the business day previous to the date selected.
Start, End

Select a date span for the report data.

These fields are for the Utilization Report.

Select a time span for the report data. The entire month is used regardless of the specific date selected in that month.
Select Frequency

This field is for scheduled reports.

Select the frequency of report generation. If you select Weekly, you will see a Day of Week field. Select the day of the week for the report to generate.
Months to include

Weeks to include

This field is for scheduled reports and is dependent on what you select in the Select Frequency field.

Enter the number of months or weeks for the report data.

If you selected Monthly or Weekly in the Select Frequency field, and you entered 2 in the Months to include or Weeks to include field, each month/week you would receive a report that shows the data for that month/week and the month/week previous.

Starting, Ending

These fields are for scheduled reports.

Select the start and end dates for the report to continue generating. Leave the Ending field blank to generate the report indefinitely.