1. Halaxy Help Guide | South Africa
  2. Reports
  3. Intro to Reports

Create a report notification

Report notifications help you stay up to date with information you want to be alerted to, without having to manually run and check reports. When you create a report notification, Halaxy automatically displays an in-app alert when your saved report has generated new results, based on a schedule you set. For Referral reports, you can choose to receive a single notification for the entire report or separate notifications for each result within it. For Auto Payments reports, you can get notified when your latest payment batches are ready to review, without running the report each day.

Report-Notifications-03.png

In-app notification for a whole report
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In-app notification for an individual report result

With report notifications, you can:

  • Save time by receiving reports automatically, without the need to run them manually.

  • Stay informed with timely updates that help you act on the latest data.

  • Tailor notification preferences - such as type, schedule and frequency - to match your workflow and needs.

Note

Report notifications are currently available for Contact > Referral and Finance > Auto Payments report types. We are working to expand this feature to more report types.

Tip

You can also use campaigns from reports to notify patients when their referrals are expiring or running out.

Add a report notification

  1. Open the report you want to be notified about:

    • Auto Payments: Click Reports > Finance and click New Report. For Report Type, select Auto Payments.

    • Referral: Click Reports > Contact and click New Report. For Report Type, select Referral.

  2. Set the filters you want to be notified about, then click Run. (Example: referrals expiring next week for patients with a Current status)

  3. Click Save and enter a name for the report. (Example: Expiring Referrals)

  4. At the top, click Create Report Notification.

    Report-Notifications-01.png

  5. In the pop-up, configure the following:

    Report-Notifications-02.png

    • Title: Enter a name for the notification when this report generates new results. This becomes the title for in-app notifications or the subject line for email notifications.

    • Scheduled Date: Select the date and time when you want this report to start generating and notifying you of results. This must be a future date and time.

    • Notification Preference (Referral reports only): Select how you want to receive notifications when this report is ready.

    • Repeat Notification (optional): Select how often you want this report to re-generate and notify you of results. If you want notifications to run at a limited period, you can select when you want to stop receiving notifications.

  6. Click Save.

You have successfully created a report notification. You now receive notifications according to your settings.

View or cancel report notifications

  1. Click Reports > Communication and click New Report.

  2. For Report Type, select Report Notifications and set any filters needed. To view only active notifications, set status to Scheduled.

  3. Click Run.

    The report shows your report notification history.

  4. To cancel a notification, find it in the report results and click Cancel Notification.

Once cancelled, you no longer receive notifications from this report.

Updated

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