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

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.

    • Related Articles

    • Report Scheduler report overlaps, system services interrupting reports, mail server issues

      Q: Reports (eg Product Sales Report YTD & Product Sales Report – Specialist) are showing as processing. Are these stuck? If so how can they be stopped? A:  If the status is “Processing” then it means this report has been flagged as being started and ...

    • Patient Inquiry - for Hearing Aid sales report incl. Competitive HAs

      T obtain a list of all hearing aid sales, Go to: Reports & Inquiries>CRM & Marketing>Patient Inquiry In the filters options click on Sales History Selection, then check the boxes Use Sales History, Select HA Only and Detailed Hearing Aid Export. A ...

    • Email Configuration -SMTP Authentication Error

      MANAGE Company Email Configuration It is possible to configure emailing from Manage to enable the following: 1. The emailing of certain documents to Patients 2. Enable customized integration points between another database and MANAGE 3. Email reports ...

    • Adjust Invoice details - exported invoices eg SIDE

      If an invoice has been exported in the daily close changes cannot be made directly on the invoice, it can only be opened in a "View" screen. There are certain changes that can however be made to non-financial data.  For example, the LEFT/RIGHT SIDE ...

    • HSP E-Claiming Guide - Send / Receive Claims

      1.1 HSP E-Claim Export/Import Overview When a file is created to send to HSP it marks the claims as 'Pending' and locks it so it can’t be changed. When HSP returns the file, and it is imported to Manage the following happens: · The claim status is ...