Edit A Report

>Edit a report to change its name, schedule, accounts, and file format. Changes take effect the next time the report is scheduled to run.

To Edit a Report

  1. In the left navigation, click or tap Reporting then select your report from the drop down list. Once you select your report the Reports page appears.
  2. For standard transactions and systems reports, click or tap Information Reporting
  3. Click or tap the edit icon () located on the right side of the desired Report. The report details appear.
  4. Make edits to any of the fields shown:
    1. Report Name
    2. File Format
    3. (Optional Accounts
    4. Date Range
    5. Transaction Type
    6. Schedule
  5. Click or tap one of the following:
    1. Run Now to immediately run the report. A Report Run page appears confirming the report is now available
    2. Save to save the report. The Report Scheduled page appears confirming that the report was scheduled.
    3. Cancel to cancel the report request.
  6. Click or tap OK on the confirmation page. The Reports page appears with the newly scheduled report.
  7. When the report appears, click or tap the File Format icon to see the report. For large reports, an "In Progress" message will appear while the report is being generated.