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Custom reports can be scheduled to export to a folder in CSV format using Report to CSV in the Export Menu.


1. Click Administrative Options.
2. Click Export Menu.
3. Click Report to CSV.
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4. Click Schedule New Export.
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5. Click Edit to adjust the frequency of the report's Export Schedule.
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6. Once all selections are made, click Save.


At the scheduled time, the results of that custom report will be exported to the Output Path generating a CSV file named using the the prefix set in the Export Schedule Setup window.
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Click here to download these instructions.


Back to Exporting data out of CAREWare

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