Recurring Reports

Edit a Recurring Report

Modify frequency, timing, or file format for a recurring report.

1. At the top of the Reports page, click Manage recurring reports.

2. Find the recurring report in the list, and click the three-dot drop-down menu ().

3. Choose Edit.

4. Modify frequency, timing, or file format, and click Save.

Pause a Recurring Report

The Pause function temporarily stops report generation without deleting the schedule. Follow these steps to pause a report:

1. At the top of the Reports page, click Manage recurring reports.

2. For an Active report, click the three-dot drop-down menu ().

3. Choose Pause.

4. In the dialog box that appears, confirm.

Resume a Paused Report

Follow these steps to resume a paused report:

1. At the top of the Reports page, click Manage recurring reports.

2. Next to a Paused report, click the three-dot drop-down menu ().

3. Choose Resume. The report becomes active and generates at the next scheduled time.

4. In the dialog box that appears, confirm.

Delete a Recurring Report

Follow these steps to permanently delete a recurring report:

1. At the top of the Reports page, click Manage recurring reports.

2. Click the three-dot menu drop-down ().

3. Select Delete.

4. In the dialog box that appears, confirm.

Manage the 20-Report Limit

This section describes tips for managing the 20-report limit for simultaneous recurring reports:

• Pause Unused Reports: temporarily pause reports you do not currently need.
• Delete Obsolete Reports: remove reports that are no longer useful.
• Consolidate: use comprehensive report types in place of multiple reports of limited scope.
• Adjust Frequency: change daily report frequency to weekly where appropriate.
• Use One-Time Reports: create one-time rather than recurring reports where appropriate.
• Review Regularly: review recurring reports to determine which are still pertinent, and remove those that are no longer needed.