How to set up, amend and cancel a scheduled email.

How to set up, amend and cancel a scheduled emails for yourself.

Firstly there are 3 ways in which you can navigate to the scheduled email section, the first option we will show you is:

select New then New Scheduled Report at the bottom of the screen as detailed below. Alternatively you can select your name as shown below.

When you select your name you will be presented with the following screen please select Scheduled Emails by clicking on it.

You will now see on the screen any existing reports you have set up and also have the option to create a new one. Initially we will look at creating a new scheduled report, to do this please select the New Scheduled Email as detailed below.

To create a new report you will need to complete the title and settings for your report. If you are checking an existing report the details fields will already be populated.

Should you wish to make an amendment this can be accomplished by either deselecting or selecting the changes you wish to make. If you wish to remove the report for yourself please unclick the box next to Enabled this will disable the report.

Please ensure you have completed the following:

Select enabled
Insert a title for your report
Insert the email address that you wish it to go to.

If you are setting this up for another user you will need to be masquerading as them prior to setting up the report.

If you are unsure how to do this please see alternative article titled "How to masquerade as another user"

Select which days and time you would like your report email to be sent.

From the Widget Name list select the options you wish to have detailed in your report.

To complete either your new report or any amendments you have made please ensure you select Save at the bottom of the screen.

To complete the deletion of a report after you have disabled the report please return to you list of reports as detailed below.

Please select Scheduled Email Home .

You will now see the full list of the reports please note under the enabled box you will have a tick if the report is active and a cross as shown below if it has been deactivated.

If you wish to delete the report from the list completely if you select the cross at the end of the row following the days section as detailed below.

You will then be presented with a pop up box to confirm that you wish to delete the record. Select Ok.

This will delete the report completely.

Author: Natalie Dryburgh