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1 | Create Subscription | Go to reporting dashboard>scheduling section Select>billing export click “Subscribe” | Users must have permission to Billing Export Report Scheduled reports will be emailed to user who created the subscription (please check the email in user staff profile is present and accurate) Users may still run “Ad Hoc” billing exports
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2 | Name Report | | Name reports clearly so you will remember their intended purpose Optional to filter by Funder(s) or leave all selected so everything pulls over Select File Type (Excel or CSV)
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3 | Select Recurrence Pattern | Select 1 of 3 recurrence types: Single, Weekly, or 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.
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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. | |
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. | |
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 My Subscribed Reports Table | On the Billing export page, a use can click “subscribed reports” to view a list of all reports they have subscribed to | 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.
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8 | Viewing generated subscribed reports | Go to the tab ‘My Subscribed Reports’ | |
9 | Email Link | On the days specified in the subscription’s recurrence pattern, the user will receive an email containing a link to the report | |
10 | Cancel a Recurring Subscription | Then enter a Recurrence End Date | |
11 | Editing Reports Error Messaging | Click Edit on the Action column on ‘My Subscribed Reports Tab’ View Recurrence Pattern section with the red text “Recurrence Pattern can not be edited” View Recurrence Range section with the red text “Start Date can not be edited” | |
12 | Billing Export Fields | | The Start and End dates displayed will be determined by the Report Date Range selected (see #5) 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.
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