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Release notes byAnnounceKit

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Announcement
3 years ago

Ability to save Reports in the TriMed Cloud

Benefits

  • Ability for the report creator/owner to share with other users
  • Ability to schedule reports to the cloud instead of a local PC
  • Reports will not be lost if your PC crashes
  • Ability to easily catalog and view reports  

 How it works

Schedule Mode -  In the “Save to File” area, select “Local” or “Cloud”


Run Mode - “Save to cloud” button is available once the report appear on the screen


Report Builder Cloud Viewer (Billing -> Reports->Report Builder Cloud Viewer) - Allows reports to be viewed and shared.   When the “View” button is clicked the report will be displayed and then it can be “Save and Open - Excel” or “Save and Open - Pdf”.  The “Share” button will open a list of users which can be selected for a report to be shared.  If the original owner deletes a file, it will be deleted from all users that it was shared with.