Scheduled Reports

Reporting is key to understanding how your care model is performing. There will be data that you may want to reference on a regular basis. Scheduled reports allow you to automate the reporting process in Canvas using Google Delivered Planned Reports. You can access Google Delivered Planned Reports within your admin settings.

Adding Google Delivered Planned Reports #

To add a Google Delivered Planned Reports, click add Google Delivered Planned Reports + in the top right corner and then complete the following form.

Command: Canvas has built some standard reports that you can select from. A description of each is listed below. You can also choose ‘custom sql query’

Google spreadsheet id: The spreadID is the last string of characters in the URL for your spreadsheet. For example, in the URL, the spreadsheet ID is 1qpyC0XzvTcKT6EISywvqESX3A0MwQoFDE8p-Bll4hps.

Frequency: Choose how often you would like the report to run

Planned day of week: This is only necessary if you selected weekly for your frequency.

Planned day of month: This is only necessary if you selected monthly for your frequency. You can select a specific day, or choose the last day of the month.

Planned hour: The time that the report will run. Reports run at the top of the hour for your organization’s timezone.

Status This defaults to ‘active’ for new reports. You can select ‘inactive’ if you want to delay using this new report.

Alert email: The system will also send an email to this address when the spreadsheet is populated with results.

Data management: You can choose whether to append the results to the existing tab, or add a new tab for each run. You may want to add to existing tab if your report only includes incremental changes from the last run.

Sql query: Add your query if you selected custome SQL query above

Title: Name your report.

Managing Existing Reports #

The table shows all existing scheduled reports with the following details

  • ID
  • Command
  • Interval
  • Status
  • Link to Google Spreadsheet

Searching and Filtering Google Delivered Planned Reports #

You can search your scheduled reports using the search tool bar at the top. You can search by title or google_spreadsheet_id. Click Show all to remove the search parameter.

You can also filter reports based on status, command, or frequency, using the filters on the right. One from each section can be selected to narrow down your results. Click X Clear all filters to remove the selected filters.

Updating Google Delivered Planned Reports #

To edit a Google Delivered Planned Report, click into an existing report and make changes as needed. You can also use the action dropdown to delete, activate, or inactivate one or several selected reports.

Validating your SQL Query #

To ensure your report runs successfully, we have added a tool to validate your custom SQL query. Click the checkbox on the report, or reports that you want to validate, select Confirm valid SQL for custom SQL repoorts from the action dropdown, and click Go. A banner at the top will appear with the result, including any errors found.

Manually Running Google Delivered Planned Reports #

The reports will run based on the schedule you set. If you need to run a report outside of that schedule, click the checkbox on the report, or reports, use the action dropdown, select Run selected reports now, and click Go. A banner at the top will appear with the status of the report, including any errors preventing it from running.