Scheduling a Daily Report

Daily reports will be generated at the same time each day.

  1. Open PharmaClik Rx Reports.
  2. In the Select a Report window, highlight the report that you would like to schedule.
  3. Press the Next button.
  4. The main tab for the report opens. Enter report criteria, if required.
  5. Press the Schedule button.
  6. The Report Scheduler Wizard opens. Highlight Daily in the Report Frequency.
  7. Press the Next button.
  8. The Report Timing window opens. If required, change the Time.
  9. Enter the First Date that the report will be generated.
  10. Enter the Last Date that the report will be generated. (Optional)
  11. Press the Next button.
  12. 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.
  13. The Report Name and Report Output window opens. If desired, update the Report Name.
  14. Select a Report Output option.
  15. Some reports provide the ability to set custom sort and filter options - enter these options if required.
  16. Press the Next button.
  17. 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.

  1. Press the Finish button.

  2. The screen returns to the Criteria tab. Enter any additional report criteria (if required) and select sort options (if available).

  3. Press the Save button.