Email Schedule Export
InSched can automatically email schedule reports on a configured schedule. This is useful for sending daily schedules to providers, staff, or external parties.
Accessing Email Export Setup
Select Setup > Setup Email Export from the menu.
Configuration
Each email export definition specifies what to send, when to send it, and who receives it. You can create multiple export definitions using the navigator at the top of the dialog.
Report Selection
| Field | Description |
|---|---|
| Report Name | A descriptive name for this export |
| Report Description | Select the report type from the dropdown |
| Format | Output format (Text or HTML) |
Date Range
| Field | Description |
|---|---|
| Days Before | Number of days before the export date to include |
| Days After | Number of days after the export date to include |
Schedule
- Day checkboxes (Sunday through Saturday) — Which days to send this export
- Export Time — Time of day to send
- Disabled — Check to suspend this export without deleting it
Event Filters
Click the buttons to select which events to include:
- Event Types — Select specific event types
- Locations — Select specific locations
- Resources — Select specific resources
Content Options
| Option | Description |
|---|---|
| Include Plan Info | Include treatment plan information in the report |
| Each Day Separate | Send a separate email for each day in the date range |
Email Recipients
| Field | Description |
|---|---|
| To List | Recipient email addresses (comma-separated) |
| Cc List | CC email addresses (comma-separated) |
| Subject | Email subject line |
| Message | Email body text |
SMTP Configuration
The dialog shows the current SMTP configuration status. Click SMTP Setup to configure email server settings, or Test SMTP Connection to verify the configuration.
Managing Multiple Exports
Use the navigator at the top of the dialog to browse, add, and delete export definitions:
| Button | Description |
|---|---|
| Insert | Create a new export definition |
| Delete | Remove the current export definition |
| Edit / Post / Cancel | Modify and save changes |
Testing
Click Send Email to manually trigger the current export definition, useful for testing the configuration before relying on the automatic schedule.
Related
- SMTP Setup — Configuring the email server
- Taking Your Schedule With You — Overview of all schedule export options