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Manage Scheduled Reports

  • The email address used is taken from your user profile information. For information on how to change your email address, please refer to the General FAQs.
  • To access the report you must set up a Report Retrieval Code (password) in Settings & Preferences
Edit Scheduled Report
STEP ACTION
1 Go to the Report Centre > Scheduled Reports screen
2 Select the Scheduled Report and use one of the following methods to edit the report:
  • Method 1: Right-click on the Scheduled Report and click Edit on the Context Menu 
  • Method 2: Select the Scheduled Report and click Actions > Edit on the Control Bar
  • Method 3: Click on the Scheduled Report in the list to display the Scheduled Report Details screen and then click Edit on the Control Bar
3 Edit the Scheduled Report details as required
4 Click Save on the Control Bar
RESULT: A message is displayed advising that the Scheduled Report has been saved.
Delete Scheduled Report
STEP ACTION
1 Go to the Report Centre > Scheduled Reports screen
2 Select the Scheduled Report and use one of the following methods to delete the report:
  • Method 1: Right-click on the Scheduled Report and click Delete on the Context Menu 
  • Method 2: Select the Scheduled Report and click Actions > Delete on the Control Bar
  • Method 3: Click on the Scheduled Report in the list to display the Scheduled Report Details screen and then click Delete on the Control Bar
3 Click Yes in the confirmation pop-up window
RESULT: A message is displayed advising that the Scheduled Report has been deleted.