Vaccine Shipping Invoice

(Filter icon)

Click this icon to hide the report parameters section; click it again to re-open the section.

Organization/Facility Search †

To run the report for a specific organization/facility, enter the first few characters of the name or ID number in this field and click Enter, then select the name in the drop-down list. If an X appears to the right of the name, click it to delete the organization/facility and conduct a search for another one. Some users cannot change the organization/facility name. This field cannot be used with the Organization Group or Facility Group field, but one of these three is required.

Organization Group †

To run the report for a specific Organization Group, empty the Organization/Facility Search field (if necessary), then click in the Organization Group search field and select a group name from the drop-down list. To remove the Organization Group, click the X on the right of the name. This field cannot be used with the Organization/Facility Search or Facility Group field, but one of these three is required.

Facility Group †

To run the report for a specific Facility Group, empty the previous two fields (if necessary), then click in the Facility Group search field and select a group name from the drop-down list. To remove the Facility Group, click the X on the right of the name. This field cannot be used with the Organization/Facility Search or Organization Group field, but one of these three is required.

Shipment Date *

Click in the From and Through fields and select the date from each calendar pop-up (clicking OK after selecting the date). A date range is required.

Order Number

To run the report for a specific order number, enter it here.

Create Report (button)

Click this button to run the report immediately, based on the entered parameters. Note that this button disappears if the Schedule toggle switch is turned On.

 (toggle switch)

To schedule the report to run at a later time, toggle the Schedule switch to the On position, select whether to run the report now (default), Run Once, or Repeat. (Also see Report Can by Accessed By, below.)

Name for Scheduled Report

In the Scheduler section of the page, enter a descriptive name for the report. Remember that you and other users you allow to access the scheduled report need to be able to find it, perhaps in a long list of reports, on the Scheduled Reports page. This field is required if the report is scheduled.

Run Now

To run the report once, immediately, select this option. Select the users (in the Report Can be Accessed By section) allowed to view the report. If this option is selected, once the Create Report button is clicked, the user is taken directory to the Saved Reports tab on the Scheduled Reports page.

Run Once

To run the report once at a specified time, select this option. Click in the Date field and select the date to run the report from the calendar pop-up window and click OK, then click in the Time of Day field, select the time to run the report, and click OK. (Click on the minutes to change the minutes.)

Repeat

To schedule the report to run at regular intervals, select this option, then select the frequency from the drop-down list (Daily, Weekly, Monthly, or Annually) and enter the information requested after the selection is made. For example, if Monthly is selected, also select the Day of Month and Time of Day. If Daily is selected, also select the Time of Day.

Report Can be Accessed By

When scheduled, the report can be accessed from the Scheduled Reports page (see Scheduled Reports) by the users entered here. Click in the Search field and enter a username, then select the user in the search results list. The user's information appears in the Selected Users section on the page. Add and select as many users as necessary (changing the number of results to display on the page if needed). After the scheduled report runs, those users can view the report from the Scheduled Reports page.

Note that:

• Registry Client users can search for and select any user in the IIS/application.
• Organization Client users can search for and select any user associated with their organization or subordinate facilities.
• Facility Client users can search for and select any user associated with their assigned facility.

Schedule Report (button)

Click this button to schedule the report to run based on the entered parameters. Note that this button only appears if the Schedule toggle switch is turned On.