HIA Scheduled Report

To set up a scheduled report for the HIA integration, navigate to Reports > Schedule a Report/Export > Scheduled Reports > + NEW REPORT SCHEDULE > Comparison Report and configure the following parameters:

Schedule Parameters:

TIME PERIOD: Yesterday
OPTION(S): Choose SELECT ALL.
FILE FORMAT: Select CSV.

Schedule Details:

REPEATS: Select Run During EOD.
STARTS ON: Choose tomorrow's date.
STARTS AT: Choose any time.
ENDS ON: Select NEVER.

Distribution List:

DELIVERY METHOD: Select Email Export Delivery Type.
ADD RECIPIENT: Enter the email address provided by HIA for this export.

Click CREATE SCHEDULE. The report will then be delivered to the HIA email address automatically after the EOD audit is completed.