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How to

How to


Products: WebReports
Functionalities: Reports
Product version: 1.2, 1.3, 1.4, 1.5, 1.6, 1.7, 1.8, 1.9
4/14/2015

Editing a Report Schedule

You edit a report schedule when you want to keep the schedule criteria, but change the dashboard report associated with the schedule.

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WebReports Schedules provide a way for you to automatically generate a dashboard report at specified times and days. You create a report schedule using the Schedules menu option at the WebReports Web site.

Using the Schedules settings, you can perform the following tasks:

  • Create a schedule

  • Edit a schedule

  • Specify the frequency for running the scheduled report

  • Specify start dates and times for running the schedule

  • Select a format for the scheduled report output

  • Select a destination for the scheduled report output

  • Disable a schedule temporarily

You can only schedule dashboard reports with Schedules. For more information, see Dashboard Reports .

Report Schedule Frequency

You can specify how often you want a schedule to run, for example weekly or monthly, or perhaps just once.

For more information, see Report Schedule Frequency .

Report Schedule Modifications

You can copy the settings of one schedule and use them to provide the settings for another schedule, when you want to run a different scheduled report.

For more information, see Report Schedule Modifications .

To edit a report schedule

  1. In WebReports, on the menu bar, click Schedules .

  2. In the Select existing schedule list, select the schedule whose criteria you want to use for the dashboard report.

     
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  3. In the Schedule description box, type a description for the schedule.

  4. In the Select a dashboard report box, select the new dashboard report that you want to schedule.

  5. Click Save as .

  6. In the Schedule Name box, type a name for the schedule.

     
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  7. Click OK .

  8. Click Close .

See Also

  • Dashboard Reports
  • Report Schedule Modifications
  • Schedules for Dashboard Reports
  • Creating a One Time Only Report Schedule
  • Creating a Daily Report Schedule
  • Creating a Weekly Report Schedule
  • Creating a Monthly Report Schedule
  • Disabling a Report Schedule
  • Deleting a Report Schedule