See below for editing the settings of a report schedule.
To edit a report schedule
- Log in as an administrator with either:
- The global_admin role.
- A <user_defined> role with permission to edit reports.
- Go to Report > Report Schedules.
- In the main grid, select one of the report schedules.
- Click Edit to update the following settings.
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
- 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.
If a recipient changes his email address in the Address Book after creating the report, edit the report and select the new email address. The Edit dialog warns of these changes displaying the old addresses of the recipients you must reselect.
Mandatory: Yes