How to modify or delete a Scheduled Report in RMS.

Overview

Scheduled Reports allow Users to automate report delivery based on predefined settings.

Users can:

• Select report build options,

• Set a delivery frequency, and

• Choose specific Users or Security Profiles to receive the report.

Each Scheduled Report is delivered as an individual email to the selected recipients. The email subject line will be the Schedule Name for easy identification.

Active Scheduled Reports can be modified, deleted, built and have properties and categories added to them after they have been created. 

Edit a Scheduled Report

To Edit an Active Scheduled Report, 

In the side menu of RMS, go to Reports > Scheduled Reports.

1. Select 'Edit' on an existing Schedule.
   
    
2. Make any changes to the report, Build or Schedule options.
3. Select 'Save'.
   

Delete a Scheduled Report

To delete an Active Scheduled Report, 

In the side menu of RMS, go to Reports > Scheduled Reports.

1. Select Edit on an existing Schedule.
   
    
2. Confirm to Delete the Schedule.
   

Build a Scheduled Report

To Build an Active Scheduled Report, 

In the side menu of RMS, go to Reports > Scheduled Reports.

1. Select Build on an existing Schedule.
   

This will build the report and display it on the screen. It will not email the report according to the schedule.  

Add a new Property or Category to a Scheduled Report 

To add additional Properties or Categories to an Active Scheduled Report, 

In the side menu of RMS, go to Reports > Scheduled Reports.

1. Select Add Property and Category to Schedules.
   
    
2. Select the Property\Categories to add.
3. Select 'Next'.
   
    
4. Select the Schedules to apply the changes to.
5. Select 'Apply'.