Editing a Report Schedule

To edit a report schedule:
  1. Perform one of the following:

    • If you are an Advanced Mode user, open the Tools Menu Tools menu, select Reporting > Reports, and navigate to the folder containing the report.

    • If you are a Standard Mode user, go to your Home Page and expand the heading for the folder containing the report.

  2. In the list, find the report whose schedules you want to view and click on its name. The report opens.

  3. In the Report Toolbar, click Schedule. 

  4. Click View Existing Schedules. The View Existing Schedules page (also known as the schedules grid) for that report is displayed.

  5. In the list, find the schedule that you wish to edit and click on its name.

  6. This will take you to the Edit Schedule screen which is identical to the New Schedule screen. (see Creating a Report Schedule).

  7. Make any changes as needed.

  8. Click Save to confirm changes, or click Back to discard the changes and return to the list.

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