Review available CommCare reports monthly
Know which reports exist before a new operational question arrives.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Reports
Tool to retrieve available reports configured in a CommCare project. Use when you need to discover what reports exist before downloading report data via the Download Report Data API.
Why this helps
Report inventories go stale as programs and operational needs evolve.
- Keep report awareness current
- Speed up future analysis
- Reduce duplicate report requests
Setup
Build it in a few focused steps.
- 1Connect 7shifts and CommCare in Notis.
- 2Create the automation in Automations.
- 3Tell Notis to list CommCare reports and flag those relevant to the current 7shifts operating model.
- 4Pick a monthly schedule and report channel.
- 5Test with one real month-end review.
Questions about this workflow
Can the review use a changing scope?
Yes, include the current 7shifts locations, teams, or program goals in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to CommCare. A trigger fires from one place; an action lands in another.
7shifts triggers
CommCare actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Tool to create an invitation for a new web user in CommCare. Use when you need to invite a user with specific role and permissions. Requires 'Edit Web Users & Edit Access API' permissions.
List Reports
Tool to retrieve available reports configured in a CommCare project. Use when you need to discover what reports exist before downloading report data via the Download Report Data API.
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Submit Form ODK Compatible
Tool to submit form data using ODK-compatible endpoint for Android client compatibility. Use when submitting XForm data to CommCare. Requires properly formatted XML with metadata including unique instanceID.
Connect any two apps with Notis in the middle.
7shifts and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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