Report Scheduler - Scheduled report appears to have run but the file was not available for download - were there any details to export?

You have a scheduled job set up to run Export Patients and Export Invoices – which, for example, may run every Monday at 7am.  This week, the job appeared to have run but the file was not available for download for Export Invoices, per the screenshots below. The file for Export Patients is available in the list but not there for Export Invoices.

Answer:

Open the report scheduler item and click on Report Log.  This will list all the times it ran and what the outcome was.  In looking at this you may notice that it did indeed finish but had a message that there were no details to export.

Check the last time this ran. Only invoices that have been exported through the daily close process will be passed to CRM.  This is because the invoice can still be changed until it is posted in the daily close and we want to ensure that the information sent to CRM is correct.  

Go into Reports & Inquiries>Accounts Receivable>Daily Close 3 and open the search window on the transaction number to see the history of daily close 3.

If the last time that DC 3 was prior to the Scheduled Report, there will be no exported invoices for the invoice export.  Running a the daily close 2 and 3 will ensure that these export when the job runs next.

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