To view schedules:

1. Click the Reports option in the menu.

   The Reports screen is displayed.

   

2. Click the Schedules option in the left-hand menu.

   
   

   The Schedules screen is displayed. The user's schedules are displayed in the My Schedules section.

   Users with the Report Administrator role are able to view all scheduled reports within the All Schedules section.

The fields on the Schedule screen are described in the following table.

3. Click the Show/hide extra details button to view more schedule information.

   

To add a schedule:

1. Navigate to the Reports screen, accessed from the Reports option in the menu.

   

   The Reports screen is displayed.

   

   

2. Click the Create Schedule button adjacent to the relevant report.

   

   The Create Schedule screen is displayed.

   

3. Enter the relevant information.

The fields on the Create Schedule screen are described in the following table.

4. Click the Create Schedule button.

   

   The Schedules screen is displayed with the new record added or existing record amended.

   

You can edit an existing schedule with an Active status.

To edit a schedule with an Active status:

1. Select the relevant schedule from the Schedules screen and click the Edit schedule button.

   

   The Edit Schedule screen is displayed.

   

2. Edit the relevant fields.

3. Click Update Schedule.

   

   The schedule is updated.

You can delete, disable or enable schedules with the Schedules screen:

• To delete a schedule click the Delete this schedule button

  

• To enable or disable a schedule, click the Active or DISABLED toggle buttons