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.