Copy of Create and Manage Billing Export Subscriptions

	Action Item	Description	Good To Know
1	Create Subscription	Go to Reporting>Scheduling>Billing Export>Click “Subscribe”	Users must have permission to Billing Export Report User will receive an email when the report is ready for download from the user’s Rehink account (based on subscription date) Please check the email in user staff profile is present and accurate Users may still run “Ad Hoc” billing exports
2	Name Report		Name reports clearly so you will remember their intended purpose.
3	Select Recurrence Pattern	Select 1 of 3 recurrence types: Single, Weekly, or Monthly SINGLE WEEKLY MONTHLY	The Recurrence pattern selected controls when the subscription will be sent. Single Recurrence subscriptions will be sent one time only on a specific date By default the appointment filter options will display based on company set up appointment requirement that are selected. Late Entries may only be included for Single Recurrence and Weekly and Monthly Recurrence when “custom” report range is selected. Weekly Recurrence reports can be scheduled for “x” # of weeks, and for any day of the week. Monthly recurrence reports can be scheduled for a specific date for any month, or on a specific day for any month.
4	Select Recurrence Range (date range subscriptions will be generated)	For weekly or monthly recurrence periods, the user must select a date range in which they wish to receive the reports in.	End Dates are optional All reports are generated after 12 am users local time and should be received by 5 am users local time.
5	Select Report Range (date range of appointments that will be included in the export)	Click the report range dropdown to select the range of days the data will include in the report.	Appointments included in the export will be based on the report range selection and the day the report was scheduled to be received. The report range dropdown includes many report range options: Custom: User enters start and date range Yesterday (day prior to when the report was received) Today (day report was received) Last 7, 30, 60, 90, or 180 days (report includes dates up to the day prior when report is received). Calendar Week: (This week, last week, next week) Calendar Month: (Current Month, Last Month, Next Month) Calendar Qtr: This Qtr, Last Qtr, Next Qtr
6	Scheduled Popup	After user subscribes to a new report they will see messaging informing them that an email notification will be sent to their email on record in their staff profile
7	View Subscribed Reports	On the Billing Export page, click “My Subscribed Reports” tab to view a list of all subscribed reports created All subscribed reports that are generated will be available under the main subscription record. To view the generated subscribed reports click the arrow When the arrow is clicked on the parent row the child rows will expand and the arrow can be clicked again for the child row to become collapsed The generated report will display the Report ID and child id	After a subscription is created the system will add the report to the ‘my subscribed reports’ tab. Users will see only see subscriptions they created. All details related to a subscription’s Report ID, user who created/modified report, recurrence pattern, recurrence range, report range, staff assigned location(s), late entries included , appointment filters and status will be viewable. Report ID: This is the reports unique Id and can be used to provide to Rethink support if there is ever an issue with subscriptions. Status: Subscribed: The subscription has been created and is now active Inactive: The subscription has passed its end date and is no longer active Download: (Dark blue font = Ready for Download) Light blue font = Previously downloaded. The generated report will display the Report ID with the Parent and Child ID
8	Email Link	On the days specified in the subscription’s recurrence pattern, the user will receive an email containing a link to the report	The report should be emailed to user before 5 am on the user’s time zone If the user’s email is changed in their staff profile the report will send to the new email address.
9	Cancel a Recurring Subscription	My Subscribed Reports tab>Click EDIT for the report you want to cancel and enter a recurrence end date
10	Billing Export Fields		The Start and End dates displayed will be determined by the Report Date Range selected (see #4) above. The Run Date and Time reflects when the system generated the report. The Report ID will display on each tab of the payroll export.