Edit a Report Scheduler Task

You can edit or update a scheduler task in a few different ways.

Note: You can only edit Pending tasks.

From the Report Scheduler: 

  1. Open the Reports Scheduler, click Scheduler > Reports Scheduler.
  2. Click on the Report Task record you want to edit.
  3. Click Edit Task.
  4. Make your changes.
  5. Select the Acknowledgment statement.
  6. Click Apply to save the changes.

From the Report:

  1. Open Reports.
  2. Open the report.

  3. Click Scheduled in the top right corner. The Scheduled pop-up opens that has the list of all scheduled tasks for the report.

  4. Select the task you want to edit.
  5. Click View Task. The Reports Scheduler opens that task.
  6. Click Edit Task.
  7. Make your changes.
  8. Select the Acknowledgment statement.
  9. Click Apply to save the changes or Cancel to exit without saving.

Update the task after editing a custom report:

If you have updated the filters or columns of a custom report, you can update the Report Scheduler Tasks instead of creating a brand new task.

  1. Open Reports.
  2. Open the custom report.
  3. Click Actions.

  4. Select Update Scheduled. The Update Schedule pop-up opens.

  5. Select the task you want to update.
  6. Click Next. The Report Scheduler opens the task.
  7. Make your changes.
  8. Select the Acknowledgment statement.
  9. Click Apply to save the changes or Cancel to exit without saving.