Automated Reporting

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This step needs to be done after creating user profiles. There are no limits on the number of Reports your institution can create within the Appointment Management Solution.

  1. Go to and log in to your user account.*

  1. Once you are logged in, you can access Reports from the main dashboard screen by clicking on Reports from the left-hand menu, or by going to Reports.

  1. Click the “Automated Reports” tab to begin the Automated Reports process.

  1. Next, click the “Create an Automated Report” button to view report parameters. Next, enter Report Name, Report Details (Report Type and Date Range), and Frequency. Last, click the “Save” button.

*Branch Manager or Admin have access to set up Automated Reports.

To edit or delete an Automated Report, click Edit icon next to the created report. Within the next screen, edit report and save or click delete in the lower left of the report.