Batch Reporting Pre-Planning Check List

☐ List of Report(s) Desired

§ An example report may be the “Case Detail Report” (same report as when a case is printed).

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☐ Search Criteria to be used for each report

§ Define the exact search criteria to be used for each report.

§ If you are interested in criteria such as “the last 30 days”, CAS support can assist you in building that piece of criteria.

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☐ Recipients

§ Define who will receive each report in the batch.

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☐ Contact Information

§ List the contact information of each recipient such as the email addresses if using email delivery.

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☐ Delivery Method

§ Define how each report is to be delivered to the recipient. Delivery methods may be email, FTP, or placing the report in a folder location.

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☐ Email Account for Report Delivery

§ If using email as the report delivery method, a POP3 email account will need to be configured within toxiCALL® to serve as the delivery email account. Please refer to the portion of our online help documentation for more information.

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☐ Report Frequency

§ Define the frequency that each report will be generated and delivered. An example may be every day at 7:00AM or every 14 days at 5:00PM.

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