Recurring Reports


Setting up a recurring report can save you time by allowing you to run the same report on an ongoing basis. The report will be updated with new information since the previous instance, allowing you to keep tabs on your practice using consistent criteria.

Whenever you run a report in Halaxy, it is added to the relevant reports list based on category (Finance, Patient, Appointment, Referral or Communication). From the list, you can click a report to view it again. At this point, you have the option of converting the report into a recurring report.

Recurring reports are executed automatically in the background, so you can open them at any time and see the most recent results for your practice. You can set most reports to repeat automatically.

To set a regular (recurring) report:

  1. Run the required report.

  2. Click Save at the bottom of the report.

  3. A new window will open on screen where you can add the title of the report and a description. Click + Regular report:

    The words "Regular report" in the Save Report pop-up are highlighted, allowing for recurring reports
  4. The pop-up expands to display a new set of fields. Set the following parameters:

    Settings to repeat a report every weekday in the Save Report pop-up
    • the frequency of the report

    • the end date / number times it should repeat

    • the scheduled time of the day to automatically run the report

  5. Click Save.

RESULT: Your report will continue to run at the specified times according to your schedule. The report will overwrite the previous version each time; if you wish to save a copy, you are advised to download the export the report first.

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