Editing a Report Schedule

You can edit a report schedule from either Operations > Reports or Deployment > Schedules.

You can edit a report schedule in two ways:

  • From Operations > Reports , you can locate the report you want and edit its schedule. Use this method if you want to modify the format of the report or how it is delivered to the file system or to an e-mail recipient. However, this method makes disabling the schedule more cumbersome.
  • From Deployment > Schedules, you can locate the business process that was created for the report schedule and edit it. This method makes it easy to disable the schedule before editing it. However, you cannot adjust the format of the report or how it is delivered to the file system or to an e-mail recipient.
  1. Before you begin, know the name of the business process that corresponds to the report schedule you want. Business processes for report schedules are named reportname_scheduleBP (where reportname is the name of the default report configuration).
  2. Choose one method:
    Method A: To modify the format of the report, how it is delivered, and scheduling times Method B: To modify only scheduling times and preserve the report format and delivery options
    1. Disable the business process for the report schedule you want. Select Deployment > Schedules > List > Business Processes. In the list, clear the Enabled check box next to the report schedule you want. Click Return.
    2. Select Operations > Reports. Use Search or List to display the report you want. In the list, click edit in the Schedule column for the report you want.
    3. Indicate the report format. Click Next.
    4. Indicate the delivery options for storing the report on the file system or for sending it to an e-mail recipient. Click Next.
    1. Disable the business process for the report schedule you want. Select Deployment > Schedules > List > Business Processes. In the list, clear the Enabled check box next to the report schedule you want.
    2. In the list, click edit next to the report schedule you want.
  3. Work through the scheduling wizard to adjust the schedule.

    You can run a schedule based on a timer, daily, days of the week, or days of the month.

    Click Finish to save and apply the changes to the schedule.

  4. Enable the business process that corresponds to the report schedule you edited.