Modifying a Scheduled Report

Updated by Cheryl Wallace

  1. Click Reporting then click Scheduled Reports on the left side menu.
  2. Look up the scheduled report.
  3. Modify the scheduled report as desired.
    1. Edit the identifying information.
    2. Edit the Recurrence frequency.
    3. Change until when the report will be scheduled on the Range tab.
    4. Add or remove email addresses or change the Attachment File Type on the Recipients tab.
    5. Modify the Sort order of data appearing on any non-templated report, if desired.
    6. Add Report Criteria by selecting from the list of previously-saved Advanced Filters for the base report. This will be appended to the Quick Filter selected when the report was scheduled.
    Depending on changes to the Recurrence or Range settings, the Next Queue Date might be updated.
  4. Click  to save the changed report schedule.
Watch this video on scheduling reports, modifying scheduled reports, and troubleshooting.

See also:

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