Remits Reports - Manage Schedule

The Manage Schedule feature allows users to edit or delete previously scheduled reports. 

 

To manage scheduled reports: 

  1. Select Reports from the Remits drop-down menu and then click Manage Schedule

  2. The Manage Schedule screen displays with any previously scheduled reports in the table. The table displays the report owner, report type, the details of the schedule, the create date, and edit and delete icons.

  3. Click the pencil icon to edit a report schedule. The Manage Schedule screen displays and is populated with the schedule information for the selected report. Make any necessary changes, if needed, and click Next.  NOTE: Editing a scheduled report expires the previously scheduled report and creates a new report.

  4. Make any changes to the Schedule Start information for the report and click Save. If no changes are necessary to the schedule, leave as is and click Save.

  5. The Manage Schedule screen displays with a message stating the schedule was updated successfully and the table contains the updated schedule information and a new create date. 

  6. To delete a scheduled report, click the red X icon in the Delete column. A message displays indicating the schedule was deleted successfully and the report is removed from the table. 

 

 

 

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