De-risking HIPAA Compliance with Automation

NEW Enhancement: Favorite & Automate Reports

You can now save the HIPAA Log Report as a favorite. Once saved, you can:

• Run the report
• Schedule it to run later
• Edit the name and description field
• Delete reports you no longer need

This means your HIPAA reports run automatically and can be scheduled daily, weekly, or monthly.

How to Schedule a Report

1. Simply save the report as a favorite report
2. Think of favoriting a report as saving the report template

Once a report is saved to favorites, it can be found under the Reports menu.

Within the Favorites menu, a user can schedule the report daily, weekly, or monthly by clicking Add Report Schedule.

To find the details of the scheduled report, click on Scheduled in the Reports menu. The scheduled reports screen allows users to modify existing scheduled reports and check their generation status. 

Once the scheduled report has been generated, you will see it appear on the Saved Reports screen (click on the Reports menu to see the Saved Reports). This is where you’ll see all the versions of your scheduled report. 

To recap:

• Want to schedule a report? Favorite it first!
• Scheduled Reports: Review or edit all the reports that are set to run on a recurring basis.
• Saved Reports: Access each version of your scheduled reports.

Questions? Want a demo? Let’s connect.