Working with Scheduled Reports in WebReports

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Article Goal

Learn how to view, manage, and maintain scheduled report appointments in WebReports.

Why Manage Scheduled Reports?

Regularly reviewing scheduled reports helps ensure report automation remains accurate, efficient, and aligned with business requirements.

Managing scheduled reports allows users to:

• Review upcoming report executions
• Verify report schedules
• Review recurrence settings
• Confirm report assignments
• Verify notification recipients
• Remove unused appointments

Accessing Scheduled Reports

Navigate to:

Schedule

The Scheduler calendar displays all scheduled report appointments.

Viewing Scheduled Reports

Scheduled reports appear on the Scheduler calendar based on their configured execution date and time.

Users can:

• Review scheduled appointments
• Navigate between date ranges
• Locate upcoming report executions
• Review previously scheduled appointments
• Open appointment details

The date navigation controls located at the top of the Scheduler can be used to move forward or backward through the schedule calendar.

The currently displayed date range is shown next to the navigation controls.

Changing the Calendar View

The Scheduler supports multiple calendar views to help users review scheduled appointments.

Available views include:

• Day
• Week
• Month
• Agenda

Select the view dropdown in the upper-right corner of the Scheduler to switch between available calendar views.

Different views can help users:

• Review daily activity
• Monitor weekly schedules
• Identify monthly scheduling patterns
• Review appointments in a list format using Agenda view

Viewing Appointment Details

To review a scheduled report:

1. Open the Scheduler.
2. Locate the scheduled appointment.
3. Double-click the appointment.

The appointment details window displays:

• Subject
• Start Date and Time
• End Date and Time
• Recurrence settings
• Description
• Notification recipients
• Assigned report
• Assigned action

Replacing a Scheduled Report

Scheduled report appointments cannot be modified after they have been created.

To make changes to an existing scheduled report:

1. Review the existing appointment details.
2. Delete the scheduled appointment.
3. Create a new scheduled report with the desired configuration.

This ensures the new schedule, report assignment, parameters, and notification settings are applied correctly.

Note: Because scheduled reports cannot be modified after creation, any required changes must be made by deleting the existing appointment and creating a new one.

Deleting a Scheduled Report

Unused appointments should be removed to keep the Scheduler organized and efficient.

To delete a scheduled report:

1. Locate the appointment on the Scheduler calendar.
2. Single-click the appointment.
3. Select the delete option.

Warning: Scheduled report deletions take effect immediately. WebReports does not display a confirmation prompt before deleting the appointment.

If a scheduled report needs to be retained, review the appointment carefully before selecting the delete option.

Best Practices

• Review scheduled reports periodically.
• Remove unused appointments.
• Use descriptive appointment names.
• Verify notification recipients remain current.
• Confirm report assignments remain valid.
• If schedule changes are required, delete and recreate the appointment using the updated settings.

Article Summary

The Scheduler allows users to view and manage scheduled report appointments. Reviewing scheduled reports regularly helps ensure report delivery remains accurate, schedules remain relevant, and recurring reporting tasks continue to operate as expected. Scheduled reports cannot be modified after creation and must be deleted and recreated when changes are required.