How to edit or delete a report schedule

To edit a report schedule:

1. Go to Reports > Scheduled Reports > Report Schedules.
2. On the Report Schedules page, locate the report schedule you would like to edit and click Edit.
3. Edit the existing report schedule’s Recipients, Message, Attachments, and Audit Trail tabs associated with the report.
4. Click Save.

To delete a report schedule:

1. Go to Reports > Scheduled Reports > Report Schedules.
2. On the Report Schedules page, locate the report schedule you want to delete and click Edit.
3. From the Actions menu, choose Delete.

Note: A report schedule is deleted automatically whenever the employee or role who created this schedule is marked inactive.