Modify a Scheduled Report
Modify or Add a Property to a Scheduled Report in RMS.
Active Scheduled Reports can be modified, deleted, built and have properties and categories added to them after they have been created.
Edit a Scheduled Report
To Edit an Active Scheduled Report,
- In the Side Menu, Go to Reports > Scheduled Reports.
- On the schedule you wish to Edit, Select Edit.
- Make any changes to the report Build or Schedule options
- Save.
Your new modifications have now been saved.
Delete a Scheduled Report
To Delete an Active Scheduled Report,
- In the Side Menu, Go to Reports > Scheduled Reports.
- On the schedule you wish to Delete, Select Delete.
Confirm that you want to Delete the Schedule and your schedule is deleted.
No further reporting will be sent.
DeleteBuild a Scheduled Report
To Build an Active Scheduled Report,
- In the Side Menu, Go to Reports > Scheduled Reports.
- On the schedule you wish to Build, Select Build.
This will Build the report and display it on the screen. It will Not email the report according to the schedule.
DeleteAdd a new Property or Category to a Scheduled Report
To Add additional Properties or Categories to an Active Scheduled Report,
- In the Side Menu, Go to Reports > Scheduled Reports.
- Select Add Property and Category to Schedules.
- Select the Property you wish to add
- Select the Categories you wish to add
- Go to Schedules.
- Select the Schedules you wish to add the Properties and Categories to (Multiple can be selected)
- Select Apply
You Properties and Categories have now been added to the existing Scheduled Reporting.
Delete