Yes, there is! A WorkFlow can be created to automatically open the desired reports as well as the website to which the reports will be submitted.
When the WorkFlow runs, you will only need to enter the optional report criteria (e.g., client range, date range, etc.) and click Print to run and save the report. The website will open, and you can then upload the necessary reports.
To run multiple reports and open a specific website
For more information on WorkFlows, refer to our new PracticeMaster WorkFlows Guide at Tabs3.com/support/docs or Knowledge Base Article R11307, “All About WorkFlows.”
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