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InVision

The InVision tab contains the administrative reporting tools. By default, InQuiry users do not have access to the InVision tab. Access to the InVision tab does not indicate that the user has access to all reports. Report access can be managed in InCommand. The InVision tab contains three sub-tabs: Reports, Scheduled Reports and Saved Reports.

Reports

The Reports tab lists all reports available to the user. InQuiry InVision contains reports in six different groups: Production Reports, Workflow Reports, User Reports, Miscellaneous Reports, ShadowScribe Reports and Performance Reports. Clicking on a report title takes opens the New Report tab and presents report parameters and scheduling options.

*Not all reports are listed in the above screenshot.

Report Parameters

The options in this section change depending on the report selected. Parameters with a red asterisk beside the name are required. Below are some guidelines for date fields:

  • For Reports to be run immediately for specific dates : enter a date as 'm/d/yyyy', such as 8/19/2019. Or click the Calendar control button and select the date from the pop–up calendar.
  • For Scheduled Reports: Click the down–arrow to select relative system dates. All relative dates are dependent on the date when the report runs. After selecting a relative system date, it can be modified by entering plus (+) or minus (–) and the number of days.

The available relative dates are:

  • Today – @Today
  • Yesterday – @Today - 1
  • First Day of Current Month – @FirstOfMonth
  • First Day of Previous Month – @FirstOfPreviousMonth
  • Last Day of Previous Month – @LastOfPreviousMonth
  • First Day of Current Quarter – @FirstOfQuarter
  • First Day of Previous Quarter – @FirstOfPreviousQuarter
  • Last Day of Previous Quarter – @LastOfPreviousQuarter

Report Schedule

The Report Schedule section contains options for running the report, including the name, report format, notifications.

Reports can be run immediately or scheduled to run once or on a reoccurring basis. The following fields are available:

  • Schedule Name – Use this field to give the report a unique name that will be recognizable in the list of saved reports.
  • Format – The report can be generated in CSV, Excel, MHTML, PDF, XLSX, or XML. Choose the format that works best for the intended use.
  • Active – Use this checkbox to determine if the scheduled report will be active. Inactive reports will still be added to the scheduled reports tab but will not run automatically. They can still be run manually.

  • Notification – Choose if and to be notified when the report is ready to be viewed. One, both, or neither of the options can be selected.

  • On-Screen – A pop-up notification with a clickable link will appear within the InQuiry window when the report is ready. If multiple reports are ready at the same time the last report to run will be listed.

  • Email – An email will be sent to the address in the text box when the report is ready to be viewed. The email address is pre-populated with the address saved in the user profile but can be edited in the provided text box. Multiple email addresses can be entered separated by commas.

  • Schedule Options – Choose to have the report run immediately (Queue Now) or at a scheduled time (Schedule).

If Schedule is selected in Schedule Options, this section will be available.

The frequency that the report runs depends on the schedule options selected. The report can run once at a specified time, daily, weekly, monthly and can also be schedule run every x number of days/weeks/months. The schedule options change depending on the frequency selected.

  • Once – Select the date and time for the report to run.

  • Example – This data is only needed once but I want to run it at mid-day.

  • Daily – Choose to have the report run every x days or every weekday at the specified time.

  • Example – I would like to run the report every two days at 2:00pm.

  • Weekly – Choose to have the report run every x weeks or every week on the selected day(s) at the specified time.

  • Example – I would like to run the report every other week on Monday and Friday at 5:00pm.

  • Monthly – Choose to have the report run every x days of every x months or have the report run on the first, second, third, fourth or last day, weekday, weekend day, or specific day of the week every x months at the specified time.

  • Example – I would like to run the report on the first Monday of every month at 7:00am.

Note:The scheduled time does not indicate when the report will be available to view, but when it starts running. If there is a high volume of reports running at the scheduled time or if there is a large amount of data to gather for the report, there may be a delay in the delivery of the report. We recommend scheduling reports to run during off-peak hours, such as midnight.

Submit and Reset

To submit the report parameters and run the report (if Queue Now is selected) or schedule the report for a future run, press Submit after all options are selected. After pressing Submit a confirmation window will appear with the next run date for the report.

To reset the report parameters and scheduling options to their default values press the Reset button.

Scheduled Reports

The Scheduled Reports tab lists reports that have been recently run or are scheduled to run. Report schedules and parameters can be edited from this screen.

Grouping and filtering functions are the same as in the Faxes grid. Please see Grouping, Sorting and FilteringGrouping, Sorting and Filtering for more information

Scheduled Report Actions

Several actions can be taken on a scheduled report.

  1. Report Information – Use the arrow buttons to expand or collapse information about individual reports or groups. Information about the report, schedule, and specified parameters are available when clicking on an individual report's row.

  2. Check Box – Use this checkbox to mark the report as Selected. All line items can be selected by pressing the Select All button in the column header.

  3. Edit Button – Clicking this button opens a new window that allows users to edit the report parameters and run schedule.
  4. Copy Button – Clicking this button opens a new window to copy the selected report and its parameters to a new scheduled report.
  5. Delete Button – This button deletes the scheduled report. To temporarily stop a scheduled report from running, edit it so that it is inactive rather than deleting it.

  6. Run Button – This button runs the scheduled report immediately using the saved report parameters.

  7. Delete Selected / All buttons – Use these buttons to delete selected schedules or all schedules in the current filtered list. Use the checkbox located in the report information to select specific reports for use with the Delete Selected button.

Saved Reports

The Saved Reports tab contains the report output for all reports run manually or from a schedule. The list is very customizable to easily find the report based on specific criteria. See Grouping, Sorting and FilteringGrouping, Sorting and Filtering for more information. Clicking a report row prompts the user to download or open the report file.

  1. Report Information – Use the arrow buttons to expand or collapse information about individual reports or groups. The parameters used when the report data was generated is available to view but cannot be changed.

  2. Check Box – Use this checkbox to mark the report as Selected. All line items can be selected by pressing the Select All button in the column header.

  3. Delete Button – This button deletes the saved report.

  4. Download Button – Download or open the report file.

  5. Delete Selected / All buttons – Use these buttons to delete selected schedules or all schedules in the current filtered list. Use the checkbox located in the report information to select specific reports for use with the Delete Selected button.