Modify a Report Schedule

This article will show you how to adjust the schedule of a report.

Instructions

1. Navigate to the Reports tab

2. Click Scheduled Reports in the right-hand corner

3. Select Actions, Modify Schedule next to the desired report

4. Make adjustments as needed

   • Start Date: Select the date and time the report should begin running

   • End Date: Choose the end date and time for the scheduled report

   • Auto Date: Select the desired auto date from the drop-down

     Note:

     Auto Dates determine the date range used, relative to the time the report is run.

   • Email Body: Choose if the email body is included or not

   • Email Attachment: Choose whether or not to include an email attachment

   • Schedule: Select if the report is on a Daily, Monthly, or Weekly schedule

5. Click Save