Modify a Report Schedule

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

Instructions

  1. Sign in to Recreation Management

  2. Navigate to the Reports tab:The main navigation area with the Reports tab highlighted.

  3. Click Scheduled Reports in the right-hand corner of the Search Reports area:The Reports screen with the Scheduled Reports link highlighted for selection.

  4. Select Actions, then Modify Schedule next to the desired report:The Scheduled Reports screen with the Actions menu expanded for a report and the Modify Schedule menu item highlighted.

  5. Make adjustments as needed:The Modify Schedule for Report screen with various fields and toggles displayed.

    • 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 menu

      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 With Download Link: Choose whether or not to include a download link

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

    • Days (not pictured): Select the days for which the report is scheduled

  6. Click Save:The Modify Schedule for Report screen with the Save button highlighted for selection.