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.

Demo screenshots: These images use the same fictional Demo Receivables appointment, DemoSQL connection, and demo users as Schedule Overview and the other WebReports articles. The appointment repeats daily from 2:15 PM to 2:30 PM, beginning October 20, 2026. Select an image to open its full-size PNG.

Open the scheduler

Sign in to WebReports.
Select Schedule.

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

Demo Receivables on the Schedule calendar, matching the example in Schedule Overview.

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.

Date navigation and zoom controls for October 18-24, 2026.

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.

The calendar view menu offers Day, Week, Month, and Agenda.

View a scheduled report

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

Display basic appointment information

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

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

The Demo Receivables pop-up shows the scheduled time, 2:15 PM-2:30 PM, and delete option.

Open the appointment in read-only view

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

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

The same Demo Receivables appointment in read-only view, with disabled fields and Cancel.

Delete a scheduled report

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

The scheduled report is deleted immediately.

The trash can icon in the demo appointment pop-up deletes the selected appointment immediately.

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:

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