Last review date 03/02/2023

Instead of going in to clinical reporting and frequently running reports there is a way that you can set a clinical report to run automatically on a schedule and task an individual or group with the results. 

This is called 'Batch Reporting' and can be found under Reporting  > Batch Reporting   and click 'Create New Batch'  

  • Give the batch a name
  • Click add to search and add clinical reports that you want to run as a batch
  • Set a date and if needed then run every number of - days / weeks / months 
  • If you want to generate a task specify who or which group to send it to


On the specified date a task will appear in the inbox, these have a task type of 'Batch Report Results'  so can easily be identified. Right click on the task and select action. 

In this example we have setup a batch report based on two clinical reports that identify patients who have not been coded as informed of their named GP and patients who have not been coded as allocated a named GP. From this window you can right click, view patients and add bulk codes etc. as required.  

Some reports you may need to look at by month / quarter and just adding them to a batch won't move on the dates for the period that you need to report. In this case setup your batch as above but in the clinical report you need to setup the events dates correctly. In this example the data will only be for the month of September and when it comes to October someone would have to edit the dates manually. There is a better way and that is by using the 'Relative' and 'Setup' options 

As soon as you click 'Relative' the 'Setup' button becomes active and, for example, you can set the report to advance the search dates on a daily, monthly, yearly basis and specify when these changes come in to force. If you set your batch report to run after this date change takes place then you will have setup automated reporting for that set of data that will arrive by task in your inbox.