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Editing a Scheduled Report

You can easily update the delivery schedule or notification list for a scheduled report.

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A

Navigation Toolbar

Click on Reports to display a menu, and then select Scheduled Reports to display the Scheduled Reports browse screen.

Note: If Reports is not in your Navigation Toolbar, you do not have any Reporting permissions.

B

Scheduled Report record

Locate the report you want to edit, and click on it to display the Scheduled Report Edit screen. Basic and Advanced reports are listed in the Scheduled Reports section, and Analytics reports are listed in the Scheduled Analytics Reports section.

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C

User list

If you want to change the name of the person who is the sender of the scheduled report, make another selection in the list.

D

Report Name list

If you want to change the report that will be delivered, make another selection in the list. The reports in the list are those you have created, the reports you have copied, and the global reports that other users have shared with everyone.

Note: If the report you want to schedule is not listed, it was probably created by another user, and you will have to make a copy of the report to display it in your reports list.

E

Scheduled Start Date field

If you want to change the start date for the scheduled report to be emailed, edit the date. You can also click the image1455.png icon to use the pop-up calendar to select the date.

F

Scheduled End Date field

If you want to change the end date for the scheduled report, edit the date. If you are scheduling the report for a one-time delivery, or if you want to schedule this report for an indefinite period of time, leave this field blank.

G

Scheduled Frequency list

If you want to change the frequency that the report is emailed to recipients, make another selection in the list. The options are Single, Daily, Weekly, Monthly, and Yearly.

Note: If you select the Daily option, you can select the individual days of the week (Sun-Sat) for the report's distribution; however, the Frequency Interval field will not display.

H

Frequency Interval field

Enter the number of times you want the report to be emailed during the timeframe you selected in the Scheduled Frequency list. For example, if you selected Weekly and you want the report to be emailed every week, enter "1" in this field. If you want the report to be emailed every two weeks, enter "2" in the field.

I

Export Type field

If you want to change the format of the scheduled report, select the other option. The two options are PDF and XLS (Excel).

J

Notification List icon

If you want to change the recipients for the scheduled report, click on the icon to display the Address Book.

  • If you want to add recipients, click on a person’s email record to add them to the Addresses list box, or click on an email distribution list to send the report to all members of the distribution list.
  • To quickly locate a person or a distribution list, type the first few letters of the person's name or the name of the distribution list in the Search field, and click on the Icon Magnifyer icon. To clear the filter, click on the Icon Search Clear icon.
  • If you want to delete a recipient or a distribution list, simply click on its delete Icon Delete Address Book icon in the Addresses list box.
  • Click the Submit button to close the Address Book and update the list of people who will receive the scheduled report.

K

Instructions field

Enter or edit the information or instructions for the report, as needed.

Note: If the text you enter exceeds the viewing area of the field, click the Expand link to display a window that will allow you to view the text in its entirety.

L

Do Not Send Empty Report check box Select if you want Novatus to cancel the distribution of the report whenever the report is empty (i.e., the report contains no data).
M

Save button

Click to save your information and update the scheduled report.

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