Managing the Scheduled Reports Component

Managing Scheduled Reports is used to manage the scheduled report task inventory by resending, Emailing / archiving now, editing, and deleting scheduled reports.

Resending a Scheduled Report

To resend a scheduled report, complete the following steps:

1	Navigate to the Universal Scheduled Reports > Manage Scheduled Reports page.

f

2	Use the filter options to search for a report in the Scheduled Report Management list, select the check box of the report you wish to resend.

3	Click Resend for Data Range.

The Select Data Range pop-up window displays.

 

4	Enter the Start / End dates by clicking the Calender icon and selecting the dates.

5	Click Re-send.

The Info pop-up window displays, confirming the schedule resend is complete.

6

Click OK.

Emailing / Archiving Now

To Email / Archive a Universal Scheduled Report before its scheduled sending date, complete the following steps:

1	Navigate to the Universal Scheduled Reports > Manage Scheduled Reports page.

 

2	Use the filter options to search for a report to Email /Archive in the Scheduled Report Management list.

3	Select the check box next to the report name.

4	Click Email/Archive Now.

The Info pop-up window displays, confirming the immediate processing of Email / Archive.

5

Click OK.

Your Scheduled report is now Emailed and Archived.

Editing a Scheduled Report

To edit an existing scheduled report, complete the following steps:

1	Navigate to the Universal Scheduled Reports > Manage Scheduled Reports page.

 

2	Use the filter options to search for a report in the Scheduled Report Management list, click the Edit icon for that Report.

3	To edit the Scheduled Report, use the same configuration procedure shown in the section Creating a Universal Scheduled Report .

Disabling a Scheduled Report

To disable a scheduled report, complete the following steps:

1	Navigate to the Universal Scheduled Report > Manage Scheduled Reports page.

2	Click on the Edit icon for the report you wish to disable.

The Universal Scheduled Reports - Configuration Manager window displays.

 

3	Click Next.

The General Information Page displays.

 

4	In the Format / Settings panel, navigate to the Disable the Report option and click Yes.

NOTE: To enable the scheduled report, repeat steps 1-3, then click No.

Deleting a Scheduled Report

To delete an existing Universal Scheduled Report, complete the following steps:

1	Navigate to the Universal Scheduled Report > Manage Scheduled Reports page.

 

2	Use the filter options to search for a report in the Scheduled Report Management list, select the check boxes for the reports you want to delete.

3	Click Delete Selected.

The selected reports are now deleted.

NOTE: You can also use the Trash icon to delete a specific Scheduled Report.