This article goes through how to update and change your automated emailed reports
🔶Edit Scheduled Reports
Once you’ve set up any scheduled reports you can view and edit them from the “Schedule reports” sub menu. To create a report, click here: Create Scheduled Reports
🔸Log in to the portal.
🔸Click “Schedule Reports” from the Reporting sub menu.
🔸Your existing reports will be displayed in the table.
🔸Select Edit
You will be able to change the name, frequency, recipient, and reporting organisation
🔶 Additional information
You can also view some additional information
🔸The ID
Our support team may ask you for this if you have any queries for them regarding the scheduled report.
🔸The Schedule Name
This was the name you gave the report when you set it up.
🔸The Frequency
This will display either Weekly, Monthly, or Quarterly, depending on what you set the frequency to be. It will also advise when the next report will be run.
🔸History
Clicking this will take you to a page that will show you on which dates the report was sent.
🔸Delete
This will permanently delete the scheduled report. It will ask you to confirm that you want to proceed before deleting.
🔸Enable/Disable
This will allow you to disable any scheduled reports that you might want to pause for a while.
Clicking this will disable the report without deleting it completely.
If the report is enabled, the button will be red with the text “Disable”.
If the report is already disabled, the button will be green with the text “Enable”.
Clicking the Enable/Disable button will ask you to confirm the action before enabling or disabling.