How do I make and save changes to a Scheduled Email Report?

1. Select Reports from the navigation list.

2. Locate which Personalized Report you need to make changes to.

3. Click the calendar icon on the left of the selected Personalized Report title.

4. The fly-out opens, click the Edit Scheduled Report button.

5. The Edit Scheduled Report window will open.

6. Make your desired changes.

7. Click Save at the top.

8. Changes will be applied.

Note: If you would like the report sent to the email recipients immediately, click the Run Now button.

Thu 03/11/2021