ASNOA Member Guide: Scheduling Your Epic Reports to Fuse

To schedule your Epic Reports to Fuse as an ASNOA member, follow the following steps. You need to repeat the process for each of the two required reports: the Fuse Client Report and the Fuse Policy Report.

1. Logging in: Log into your Epic account as the agency owner.
2. Navigation: Navigate to the "Reports/Marketing" section and select "My Reports" from the left-side menu.
3. Report Selection: Choose one of the two Fuse reports—either the "Fuse Client List" or the "Fuse Policy List."
4. Delivery Options: Click on "Delivery Options."
5. Report Recipients: In the "Report Recipients" window, select the default report recipient (usually listed as "<Current User>") and click the Pencil icon to edit it:
   
6. Edit Recipient: A pop-up window titled "Edit Recipient" will appear.
   1. Email Field: Paste the unique email address we provided you into the "Email" field.
   2. Attach as Field: Set "Attach as" to "Microsoft Excel Workbook."
   3. Print Checkbox: Ensure the "Print" checkbox remains unchecked.
   4. Finish: Click "Finish":
      
7. Email/Fax Detail: Back on the main window, under the "Email/Fax Detail" section (in the middle of the screen), enter a subject for the email. This subject doesn't affect the integration but needs to be populated.
   
8. Scheduling:
   1. Schedule: Under Scheduling, click on "Schedule."
   2. Date/Time: Set the date as today's date and choose a time consistently after business hours (for example, 11:00 PM).
   3. Recurrence: For "Recurrence," select "Every Weekday (M-F)."
      
   4. Save: Click "Save" from the top toolbar.
9. Repeat Steps for Second Report: Repeat steps 3-9 for the second report. 

Once you've successfully completed these steps for both the Fuse Client Report and the Fuse Policy Report, well done! You've finished setting up your reports. Please inform the Fuse Support team about the scheduled times for both reports. We will monitor the system on our end and confirm when your data syncs successfully.