How to Edit a Scheduled Report

There are two parts of a scheduled report that can be updated:

1. Report Name: this would update your report parameters (i.e. date range, sales reps, options, etc)

2. Edit: would update the recurrence, if the scheduled report is still active and email content

Part #1 - How to Edit a Scheduled Report's Parameters:

• Click on Reports

• Click on the Scheduled Reports tab

• Click on the Report Name that you would like to edit

• Make the changes needed

• Click on the dropdown arrow next to Run Report

• Click on Schedule This Report

Part #2 - How to Edit a Scheduled Report's Parameters:

• Click on Reports

• Click on the Scheduled Reports tab

• Click on the Report Name that you would like to edit

• Make the changes needed

• Click on the dropdown arrow next to Run Report

• Click on Schedule This Report