Automated

PATH:
Reports
>

DOWNLOAD REPORTS | READ / UNREAD | MOVE TO ARCHIVE | DELETE REPORTS  | REPORT STATUS | VIEW REPORT | DELETE INDIVIDUAL REPORT | REPORTS | QUIZ

For Automated Reports go to Reports > Automated Reports.

NOTE:  The reports you see are based on your Careficient setup. If you do not see what you are looking for, contact our Support Team.

The Automated Reports List displays

Select the drop down <btn>   All       ▾ <btn> to the right of Report Type to filter by report type.

You can filter by From/To Dates...

Search by Report Name...

Or Status.

Select <btnw>   Search   <btnw> when you have made your choices.

You have the option to select different reports by selecting the <icon-blankcheck>xxx<icon-blankcheck> check box

DOWNLOAD REPORTS <returntomenu>menu ↑<returntomenu>

Select the Download <icon-download>xxx<icon-download> Icon to download them...

READ / UNREAD <returntomenu>menu ↑<returntomenu>

Select the <icon-readtoggle>xxx<icon-readtoggle> icon to mark them read/unread...

MOVE TO ARCHIVE <returntomenu>menu ↑<returntomenu>

If you no longer want to see the reports in your view, you can select the <icon-index>xxx<icon-index> icon to move to archive...

DELETE REPORTS <returntomenu>menu ↑<returntomenu>

Or the Trash Can <icon-trashcan>xxx<icon-trashcan> icon to delete them.

REPORT STATUS <returntomenu>menu ↑<returntomenu>

The open email <icon-emailopen>xxx<icon-emailopen> icon to the left of the report indicates whether or not you have opened the report or not by an open or closed envelope.

VIEW REPORT <returntomenu>menu ↑<returntomenu>

To view the file, select the <udl-orange>AMS BilledInvoices_06242010_4.pdf<udl-orange> link

DELETE INDIVIDUAL REPORT <returntomenu>menu ↑<returntomenu>

To delete the report, click on the Trash Can <icon-trashcan>xxx<icon-trashcan> icon

REPORTS <returntomenu>menu ↑<returntomenu>

You have the option for the following reports:

Interactive Tutorial