Manage Scheduled Reports

The Scheduled Reports screen allows you to quickly access reports that have been scheduled. From there you can edit the recipients or modify/cancel scheduled reports.

Instructions

1. Navigate to the Reports tab

2. Click Scheduled Reports in the right-hand corner

3. View the list of Scheduled Reports

4. Select a report name to view details in a new tab

5. Select Actions next to the desired report to Modify Recipients, Modify Schedule, or Cancel Schedule

6. Select the Columns icon to choose which columns show on the screen