How do I set up a Program Expense Summary Report?

Once you've logged into Security Records, follow the below steps to create scheduled reporting that will be delivered directly to your inbox

On the Dashboard, Click to expand all Modules. Then, select Scheduler

Select "Start a New Report"

Select "Program Expense Summary" from the Reports dropdown, then click Next

Select when you'd like to begin receiving this report and how often you'd like it sent, then click Next

Select which year you'd like the Report to focus on

If you've got multiple billable locations within your Database, you can either set up an individual Report for each one or elect to receive a roll up report encompassing all expenses for all billables within your Database

Determine if you'd like all order types to be included in your Report or if you'd like to focus on a particular subset of orders

Confirm that your selected Report parameters include data, then click Next

Select which existing Users you'd like to receive the results, then click Next

Name your Report, then select Next

Confirm all your selections are accurate, then select Complete

Once your Report is saved, you can make modifications on this page or return home to start a new Report 

Once the Report runs, you will receive an email with two attachments - A PDF Version and an Excel Version of the Report Results. These emails will continue for the duration of the scheduled Report

PDF Version -

Excel Version -