See below for editing the settings of a report schedule.

To edit a report schedule

1. Log in as an administrator with either:
   • The global_admin role.
   • A <user_defined> role with permission to edit reports.
2. Go to Report > Report Schedules.
3. In the main grid, select one of the report schedules.
4. Click Edit to update the following settings. 
   • Enabled
   • Name
   • Description
   • Report Format
   • Send report only when there are records
   • Effective End Date
   • Repeat
   • Recipients

Enabled

Check this box to enable report generation; uncheck otherwise.

Name

The name of the report schedule.

Mandatory: Yes

Description

A brief description of the report schedule.

Mandatory: No

Report Format

The file format for the generated report :

• CSV
• PDF
• Microsoft Excel
• Microsoft Word

Mandatory: Yes

Send report only when there are records

Check this box to send reports only when not empty.

Effective End Date

The end date for the report generation and sending. 

Mandatory: No. This optional value defaults to Never Expire. 

Repeat

The frequency for report generation and sending.

Mandatory: Yes

Recipients

The email addresses of the report recipients. The email selection dialog includes all the addresses in the Address Book. 

Mandatory: Yes