Maintaining the Master Schedule

You can add reports to schedules, remove reports from schedules, and edit other schedule options on the Master schedule maintenance subtab on the Admin tab. (Reports are scheduled on the My Reports tab. See Schedule saved reports.)

To add or delete reports from the schedules:

  1. Select the Admin tab, and select the Master schedule maintenance subtab.
  2. Select the type of report schedule in the All scheduled jobs list. Depending on your selection, the scheduled jobs that are set to run daily, weekly, monthly, or once appear in the list.
  3. To see the reports that share this schedule, click the plus sign (+).
  4. Click Edit in the same row as the schedule you want to change. A message asks if you are sure you want to edit the schedule.
  5. Click OK. The Edit scheduled job page lists the reports run by this schedule.
  6. Edit the schedule as follows:
    • Add reports to the schedule - Select the type of report in the Report types box, select the report in the Available reports box, and click . The report is added to the schedule.
    • Remove reports from the schedule - Select the report in the Reports run by this schedule box, and click Delete. The report is removed from the schedule, but the report itself is still saved.
    • Change the name of the schedule - Type a name in the Schedule name box.
    • Change the description of the schedule - Type a name in the Schedule description box.
    • Change the schedule’s start date - Select a different date in the Start date box.
    • Change the date for the schedule to stop - Select a different date in the Schedule expiration date box.
    • Change the schedule for running the report - Change the settings under Schedule Options to change the date, day of week, day of month, and times for the report to run. See Schedule saved reports.