Why automating reports using Proclaim is important
Automating reporting in Proclaim is crucial as it streamlines processes, ensures accuracy, and supports informed decision-making. This efficiency frees up time for more valuable tasks while minimising human errors. Regular and timely reporting assists with monitoring performance indicators and adapting strategies. Data-driven insights are facilitated by consistent data collection, enabling trend identification and process improvement. Customised and standardised reporting accommodates diverse stakeholders, fostering transparency and collaboration. Additionally, automated reporting proves essential for regulatory compliance, bolstering accountability and enhancing overall case management effectiveness.
What you can do to automate your reports with Proclaim
It is likely that you are either already aware and make use of the reporting tools within Proclaim or, you have taken the next step and created your own sets to analyse the latest data. However, you may not have investigated whether there is a need to automate the production of your existing reports, and how regular this cadence should be.
Before proceeding, consider the following:
Are reports only being produced manually on an ad-hoc basis?
Do you often produce multiple reports at the same time?
Are you producing reports for any third parties?
If any of the above apply to you, it's worth reviewing the software's available automation tools. Please see below for some examples:
Use the Proclaim Task Server to produce reports on a specific date and time at regular intervals.
Run batch reports so that multiple reports can be produced within one procedure.
Use coded routines to enable users to produce case or accounts reports through Workflow within the Proclaim Desktop.
How to automate your reports in Proclaim
Access our resources for guidance on automating reports: