Scheduling a Recurring Report Using a Future Report Period

Reports can be scheduled for a future date (e.g. the Special Authorization Expiry report can be scheduled to run at the beginning of every month to identify authorizations that will expire during the coming month). This is a useful feature for scheduling MARs.

  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. Choose a Report Frequency.
  7. Press the Next button.
  8. The Report Timing window opens. For Weekly, Bi-Weekly or Monthly frequencies, highlight a day on the left side of the window.
  9. If required, change the Time.
  10. Enter the First Date that the report will be generated. This date should fall on the same day of the month that you just highlighted.
  11. Enter the Last Date that the report will be generated. (Optional)
  12. Press the Next button.
  13. The Report Period window opens. Select Generate this report using dates in the future.
  14. The Report Period options change. Make selections from the dropdown lists to choose a report period. Press the Next function button.
  15. The Report Name and Report Output window opens. If desired, update the Report Name.
  16. Select a Report Output option.
  17. Some reports provide the ability to set custom sort and filter options - enter these options if required.
  18. Press the Next button.
  19. Review the information in the Report Confirmation window.

Note: TIP: If you want to make changes, press the Previous function 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.