Updating Emails in Scheduled Reports

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Article Goal

This article outlines the steps to update email settings used in scheduled reports. It covers how to modify email profiles within system settings, as well as how to update email recipients configured for specific scheduled jobs.

Please note that you must have a properly configured and functioning email profile set up. If you do not have an email profile and need to create one, please refer to the article on Creating Email Profiles.

Steps To Update Emails for Scheduled Reports

1. There are multiple ways to access the Scheduler job menu. You can click Jobs under the Scheduler section on the main ribbon or select Scheduler from the bottom taskbar.

2. Click Open and select an existing job or create a new one.

3. Select the View and Execution, then click Edit Wizard.

4. Click Next to proceed through the Wizard until you reach the Email and Alerts page, where you can make the necessary adjustments.

• Ensure that Enable Email Delivery is checked and that an Email Delivery Profile is selected. Attaching a file is optional and can be used if you want to include the report in the email.

• Also, confirm that the selected email delivery profile has been tested and is functioning properly; otherwise, email delivery may fail.

5. After making the desired changes, be sure to save the job.