Scheduling a Bi-Weekly Report
Bi-weekly reports will be generated once every two weeks, on the same day of the week. For example, a report can be generated every Saturday night to report on prescriptions filled during the last two weeks.
- Open PharmaClik Rx Reports.
- In the Select a Report window, highlight the report that you would like to schedule.
- Press the Next button.
- The main tab for the report opens. Enter report criteria if required.
- Press the Schedule button.
- The Report Scheduler Wizard opens. Highlight Bi-Weekly in the Report Frequency.
- Press the Next button.
- The Report Timing window opens. Highlight a day of the week on the left side of the window.
- If required, change the Time.
- Enter the First Date that the report will be generated.
- Enter the Last Date that the report will be generated. (Optional)
- Press the Next button.
- If the report requires a report period, the Report Period window opens. Make selections from the dropdown lists to choose a report period. Press the Next button.
- The Report Name and Report Output window opens. If desired, update the Report Name.
- Select a Report Output option.
- Some reports provide the ability to set custom sort and filter options - enter these options if required.
- Press the Next button.
- Review the information in the Report Confirmation window.
Note: If you want to make changes, press the Previous button to return to previous windows and make changes.
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Press the Finish button.
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The screen returns to the Criteria tab. Enter any additional report criteria (if required) and select sort options (if available).
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Press the Save button.