Working with Scheduled Reports in WebReports

The Scheduler allows users to view scheduled report appointments, change the calendar display, and delete appointments that are no longer needed.

Open the Scheduler

1. Sign in to WebReports.
2. Select Schedule.

The Scheduler displays report appointments according to their scheduled dates and times.

The Scheduler displays report appointments on a calendar.

Navigate the Scheduler

Use the navigation controls at the top of the Scheduler to move forward or backward through the calendar.

The date range currently displayed appears beside the navigation controls.

Use the navigation controls to view different dates.

Change the Calendar View

Open the view menu in the upper-right corner of the Scheduler and select one of the following:

• Day
• Week
• Month
• Agenda

Changing the calendar view does not change the scheduled appointments.

Select Day, Week, Month, or Agenda to change the calendar view.

View a Scheduled Report

You can display basic appointment information or open the complete appointment in read-only view.

Display Basic Appointment Information

1. Locate the scheduled report on the calendar.
2. Click the appointment once.

A pop-up displays the report name, scheduled time, and delete option.

Single-click an appointment to display its name, scheduled time, and delete option.

Open the Appointment in Read-Only View

1. Locate the scheduled report on the calendar.
2. Double-click the appointment.

The appointment opens in read-only view, allowing you to review its scheduling details without making changes.

Double-click an appointment to review its scheduling details in read-only view.

Delete a Scheduled Report

1. Click the scheduled report once.
2. Select the trash can icon in the pop-up.

The scheduled report is deleted immediately.

Select the trash can icon to delete the scheduled report.

Warning: WebReports does not display a confirmation message before deleting the appointment. Verify that you selected the correct appointment before selecting the trash can icon.

Change a Scheduled Report

Scheduled reports cannot be moved or rescheduled from the Scheduler calendar. Dragging an appointment to another date or time does not change its schedule.

To change a scheduled report:

1. Delete the existing appointment.
2. Create a new scheduled report with the required settings.