Managing Compressed Reports

Updated on: 01/01/2025

Within the Aente platform, the compressed report functionality is a powerful tool for your operation, enabling the sharing and grouping of all appointments and exams performed at your location. It includes practical filters that, when applied, can provide more precise information.

Generating a document for the appointment

To generate a report document related to the appointments scheduled in your account, certain requirements must be met:

1. You must have a provider account.
2. Your provider account must be assigned a role with the appropriate permissions for generate a report, including the following:

Click here to view the permissions.

1. Report Download Job
2. Report Get All

Once all necessary configurations are in place, you can proceed with the steps below to generate an appointment document.

Steps to Generate an Appointment Report

1. Click on the module labeled “Reports”.
2. After entering the module, select the option “Compressed report”.
3. Ensure that the value “Appointments Report” is selected in the “Report Type” field.
4. Click on the field Date and use it to filter your appointments by a specific time period.

Example: To download a JSON file of appointments made between January and February of the current year, select the date filter from 01/01/2025 to 29/02/2025.

5. Click the “Generate report” button.
6. After clicking, wait for your report to appear in the list below with the status “Processing”.
7. Refresh the page.
8. Done! After refreshing the page, the search status will change. Simply click on “Download File” and a .zip file will be downloaded to your browser. This file will contain all the appointments scheduled during the selected period.

Note: If the selected period does not contain any available data, no download will be available, and you will need to choose another period.

Generating a document for exams

To generate a report document related to the exams performed in your account, certain requirements must be met:

1. You must have a provider account.
2. Your provider account must be assigned a role with the appropriate permissions for creating associated laboratories, including the following:

Once all necessary configurations are in place, you can proceed with the steps below to generate an exam document.

1. Click on the module labeled “Reports”.
2. After entering the module, select the option “Compressed report”.
3. Click on the “Report Type” field.
4. Select the option “Exams Report”.
5. Click on the “Date” field and use it to filter your appointments by a specific time period.

Example: If I want to download the JSON file for exams performed between January and February of the current year, I should select the filter from 01/01/2025 to 29/02/2025.

6. Click the “Generate Report” button.
7. After clicking, wait for your report to appear in the list below with the status “Processing”.
8. Refresh the page.
9. Done! After refreshing the page, the search status will change. Simply click on “Download File”, and a .zip file will be downloaded to your browser. This file will contain all the exams performed during the selected period.

Note: If the selected period does not contain any available data, no download will be provided, and you will need to choose a different period.

Sharing a document for an appointment/exam via email

To share report documents regarding appointments made in your account, certain requirements must be met:

1. You must have a provider account.
2. Your provider account must be assigned a role with the appropriate permissions for sharing reports, including the following:

Click here to view the permissions.

1. Report Download Job
2. Report Get All

Once all necessary configurations are in place, you can proceed with the steps below to share a report document:

1. Click on the module labeled “Reports”.
2. After entering the module, select the option “Compressed report”.
3. Click on the “Report Type” field and select one of the available options.

Note: If you wish to share the appointments, keep the “Appointments Report” option selected. If the focus of the sharing is on exams, select the “Exams Report” option.

4. Click on the field Date and use it to filter your appointments/exams by a specific time period.

Example: To send by email the files of appointments/exams made between January and February of 2024, select the date filter from 01/01/2024 to 02/29/2024.

5. Fill in the Destination emails field with the email address(es) you wish to receive the report(s).

Note: The “Destination email” field will already be filled with your email. If desired, remove it by clicking the “X” and add another.

6. Click the “Generate report” button.
7. After clicking, wait for your report to appear in the list below with the status “Processing”.

Note: If the selected period does not contain any available data, no download will be provided, and you will need to choose a different period.

8. Once the status is updated, a link will be sent to the email(s) you previously selected. Access and click the link.
9. After clicking, the link will redirect you to the system’s page. Click the Download button.
10. Done! The .zip file will be downloaded to your browser, containing all the appointments made during the selected period.

Filtering Reports by Client

To generate a report document for appointments made by a specific client in your account, certain requirements must be met:

1. You must have a provider account.
2. Your provider account must be assigned a role with the appropriate permissions for generate a report, including the following:

Click here to view the permissions.

1. Report Download Job
2. Report Get All

Once all necessary configurations are in place, you can proceed with the steps below to generate an appointment document.

1. Click on the module labeled “Reports.”
2. After entering the module, select the option “Compressed report”.
3. Click on the “Report Type” field and select one of the available options.

Note: If you wish to share the appointments, keep the “Appointments Report” option selected. If the focus of the sharing is on exams, select the “Exams Report” option.

4. Click on the field Date and use it to filter your appointments by a specific time period.

Example: If I want to download the file for appointments/exams performed between January and February of the current year, I should select the filter from 01/01/2025 to 29/02/2025.

5. Fill in the SSN field with the data of the specific client’s data you wish to verify.

Note: It is important to keep in mind that the client’s SSN is directly linked to the date field. If a client only has appointments in January and you fill in the date field for December, no data will be returned..

6. Click the “Generate report” button.
7. Refresh the page.
8. Done! After refreshing, the search status will be updated. Simply click Download File, and a .zip file containing all the appointments made by that client during the selected period across all locations will be download to your browser.

Note: If the selected period contains no data, no download will be available, and you must choose another period.

Filtering Reports by Location

To generate a report document for appointments made in a specific location in your account, certain requirements must be met:

1. You must have a provider account.
2. Your provider account must be assigned a role with the appropriate permissions for filtering a report, including the following:

Click here to view the permissions.

1. Report Download Job
2. Report Get All

Once all necessary configurations are in place, you can proceed with the steps below to generate an appointment document.

1. Click on the module labeled “Reports”.
2. After entering the module, select the option “Compressed report”.
3. Click on the “Report Type” field and select one of the available options.

Note: If you wish to share the appointments, keep the “Appointments Report” option selected. If the focus of the sharing is on exams, select the “Exams Report” option.

4. Click on the “Date” field and use it to filter your appointments/exams by a specific time period.

Example: If I want to download the file for appointments/exams performed between January and February of the current year, I should select the filter from 01/01/2025 to 29/02/2025.

5. Click on the Locations field.
6. Select the location(s) you want to use as a filter.

Example: If I want to see only the appointments/exams performed at the Aente California location during a certain time period, I simply select that location.

7. Click the “Generate report” button.
8. Refresh the page.
9. Done! After refreshing the page, the search status will change. Simply click on “Download File”, and a .zip file will be downloaded to your browser, containing all the appointments made by that client during the selected period across all locations.

Note: If the selected period does not contain any available data, no download will be provided, and you will need to choose a different period.

Note: The same can be used in conjunction with the service and customer filters.

Filtering Reports by Service

To generate a report document for appointments related to a specific service in your account, certain requirements must be met:

1. You must have a provider account.
2. Your provider account must be assigned a role with the appropriate permissions for generate a report, including the following:

Click here to view the permissions.

1. Report Download Job
2. Report Get All

Once all necessary configurations are in place, you can proceed with the steps below to generate an appointment document:

1. Click on the module labeled “Reports”.
2. After entering the module, select the option “Compressed report”.
3. Click on the “Report Type” field and select one of the available options.

**Note:**If you wish to share the appointments, keep the “Appointments Report” option selected. If the focus of the sharing is on exams, select the “Exams Report” option.

4. Click on the “Date” field and use it to filter your appointments by a specific time period.

Example: If I want to download the file for appointments/exams performed between January and February of the current year, I should select the filter from 01/01/2025 to 29/02/2025

5. Click on the “Service” field and select the service(s) you want to use as a filter.

Example: If you want to see only the appointments made for the service “Routine Consultation” within a certain time period, simply select it.

6. Click the “Generate report” button.
7. Refresh the page.
8. Done! After refreshing the page, the search status will change. Simply click on “Download File,” and a .zip file will be downloaded to your browser, containing all the appointments performed during that selected period across all locations.

Note: If the selected period does not contain any available data, no download will be provided, and you will need to choose a different period.

Note: The same can be used in conjunction with the service and customer filters.