Run & Schedule System Reports

System reports are pre-configured reports that are available for all Passare customers to use.

    Select System Report

    To run a system report, go to System > Reports.

    Reports in System tab dropdown


    Select System Reports.

    System Reports under Reports


    Select the report you'd like to run!

    select desired report to run


    Report filters

    Each report will have its own set of filters for you to select.

    Note: Some reports may have different filters than the ones listed below. If you're unsure of what to select, contact or call 1-800-692-5111.


    Choose the Case Types and Branch.

    basic filters: Case Types and Branch


    Choose your preferred Report Format and Delivery Method.

    Run Your Report: Report Format and Delivery Method


    Select a Generation Date or Specific Date.

    Generation Date and Specific Date


    Select your Time Zone.

    Time Zone


    Select All Cases or choose a specific Case.

    Case section


    Schedule Reports to Run Automatically

    You also have the ability to schedule System Reports to run automatically.

    Turn the toggle On next to Schedule to Run Automatically.

    Toggle On to schedule to run automatically


    Select how often you want the report to run and the time of day.

    Repeat and Run Time settings


    Then select which day(s) you want the reports to run.

    Weekdays setting


    If you select Monthly for the Repeat cycle, you'll need to select the Start Date for the day you want the report cycle to start.

    Enter Start Date if repeating monthly


    Select the Time Zone, Report Format, and Delivery Method.

    If you select Email Report, you can add as many people as you need to the recipient list.

    Report Format, Time Zone, and Delivery Method filters


    If you select PDF as the Report Format, you have the option to format the PDF settings.

    Select the Page Orientation. It can be Portrait or Landscape.

    You can choose the Page Size: Letter or Legal

    Choose the Margin size, starting with the Top, Right, Bottom, and Left.

    PDF Format Options


    Save Configuration

    If you didn't schedule the report to run automatically, you can Save the Configuration to use if you want to run the report again.

    It will ask you to name the Configuration.


    Name and save configuration


    Next time you run the report, select it from Saved Configurations at the top of the page.

    If you'd like you can save multiple configurations for each report!

    Save Configuration button


    Run Report

    After you make your selections, select Run Report.

    It will create the report and send it via the delivery method you selected (either to your email or the download center).

    Download Center

    ✉️ If you emailed the report: large reports (exceeding 24 MB) will be emailed as a link for downloading, rather than attachment.


    Need More Information?


    Need Help? Email us at or call 1-800-692-5111!