System reports are pre-configured reports that are available for all Passare customers to use.
Select a System Report
First, go to Reports > System reports.
Select the report you'd like to run.
Report filters
Each report will have its own set of filters for you to select.
Some reports may have different filters than the ones listed below. If you're unsure of what to select, contact support@passare.com or call (800) 692-5111.
Choose the Case Types, Branch, and Client Service Type.
Choose your preferred Report Format and Delivery Method.
Select a Generation Date or Specific Date.
Select your Time Zone, then select All Cases or choose a specific Case.
From here, either continue to Schedule to Run Automatically OR skip to Format Options.
Scheduling to Run Automatically
Turn the toggle On next to Schedule to Run Automatically.
Select how often you want the report to repeat.
Then, select the time of day you want the report to run.
If you select Weekly from the Repeat dropdown, choose which day(s) you want the reports to run under Weekdays.
If you select Monthly or Yearly from the Repeat dropdown, select a date for the report cycle to start under Start Date.
Select the Time Zone.
Select Report Format and Delivery Method.
If you select Email Report, you can add as many people as you need to the recipient list.
Continue to the next section to configure Format Options.
After completing Format Options, you can either Save Configuration for future use OR simply Run Scheduled Report to begin the repeat cycle.
Format Options
PDF Format Options
Choose the Page Orientation: Portrait or Landscape
Choose the Page Size: Letter or Legal
Indicate the Margin (in) size by typing in the Top, Right, Bottom, and Left fields.
Excel CSV Format Options
Choose whether you would like a header and/or footer included.
Save Configuration
If you want to save this report's configuration for future use, click the Save Configuration button.
Type in the field to Name your Configuration.
Click Save.
💡 You can also save multiple configurations of each report!
Next time you would like to run this report, select it from the Saved Configurations dropdown at the top of the page.
Run Report
Once you've made all of your selections, click Run Report.
The report will be sent via the delivery method you selected (Email or Download Center).
✉️ Reports larger than 24 MB will be emailed as a download link, rather than attachment.
Find the Download Center under Reports > Download center.
Need More Information?
Need Help? Email us at support@passare.com or call 1-800-692-5111!