- To save and generate your report, click Export. Select which report you would like to save:
- PDF is a Portable Document Format file of the report seen on your screen.
- CSV is a comma-separated values spreadsheet of your report results, with added columns for the filters you chose, the Required Action, and Action Reason.
- Note: Date/time in a CSV export is always displayed in the UTC (GMT) time zone.
ZIP is a compressed file that contains a PDF file of the report you see on the screen as well as an individual summary report PDF for each of the patients or employees listed in the report.
- When your report is ready, you can download it in two ways:
- Directly from the download message pop up window by clicking the Download icon
.
- From the Export History section at the bottom of the main Reports page (click the Export History tab to access).
Tip: While your report is generating, you can continue other work in the portal. Your report will be downloadable from the Reports page when it is ready.
- Directly from the download message pop up window by clicking the Download icon