Manager Portal

Scheduler

This page shows you a list of scheduled reports.

Scheduling reports

To add a scheduled report:

1. Go to Manager Portal --> Reports or to Analyzer.
2. Click on the report you want to run to open the report generation screen.
3. In the report generation screen, select all appropriate parameters for your report.
4. Under the Action heading, check the box Schedule. Then enter a start time, frequency, and recipient(s) for your report.
   
    Report generation screen-- schedule a report
   
    
5. Click Submit to close the report generation screen and schedule your report.

Editing and deleting reports

To edit a report, click on the report title or the edit button. This opens the report generation screen where you can make changes to the report's parameters.

To delete a report, select it using the tickbox in the Action column and then click the Delete button.