Analytics
Report scheduling
A report schedule - report type, frequency, format and recipients - is run by the background worker when it falls due, and the report is emailed to the recipients.
Written for: Client-portal administrators · Revenue cycle managers · Evaluators
Status: schedules run and are emailed
Where schedules are kept
Client portal → Reports → Schedules
Client administrators (client accounts allowed to manage client users) can create, edit and delete schedules there. The staff Reports screens show the same schedule dialogs; there, Administrators can manage schedules, while Supervisors can run reports but not schedule them - see collection reports.
The delivery method in the schedule dialog is email. The S3 and Download options are shown disabled, marked "not available: scheduled reports are emailed only".
What to do instead
If no email provider is configured, run the report on demand, export it as CSV or Excel, and distribute it through your own channel. Each scheduled run is listed with its outcome among the recent exports on Client portal → Reports.