Schedule, Edit, and Delete Options in Custom Report

Custom Reports provide the following options to manage reports:

• Schedule – Automates report generation at predefined intervals, such as daily, weekly, or monthly.
• Edit – Allows you to modify report details, filters, fields, and scheduling settings.
• Delete – Permanently removes unwanted or outdated reports from the Custom Reports list.

Schedule a Custom Report

To schedule a custom report:

1. In the Custom Reports list, click the three dots under Actions.
2. Select Schedule.
3. The Scheduling tab opens.
4. Enable the Enable Scheduling option.
5. Configure the following scheduling settings:
   • Time Frame – Select the frequency of the scheduled report:
     • Days – Generates the report daily.
     • Weeks – Generates the report weekly.
     • Months – Generates the report monthly.
   • Email Address – Specifies the recipient or recipients who will receive the scheduled report.
   • Every – Specifies the frequency of report generation.
   • Repeat – Specifies how often the report should repeat within the selected time frame.
   • From – Specifies the start date for the schedule.
   • To – Specifies the end date for the schedule.
6. Click Schedule.
7. A success message confirms that the report has been saved successfully.

The scheduled report is available in the Custom Reports list.

Edit a Custom Report

To edit a custom report:

1. In the Custom Reports list, click the three dots under Actions.
2. Select Edit.
3. The Details tab opens, where you can modify the report details and properties.

The Details tab includes the following fields:

• Name – Specifies the title of the custom report.
• Description – Provides a brief summary of the report.
• Data Source – Indicates the source of the report data.

4. Modify the required report details.
5. Click Continue to proceed to the next tab.

Delete a Custom Report

To delete a custom report:

1. In the Custom Reports list, click the three dots under Actions.
2. Select Delete.
3. In the confirmation pop-up, click Yes.

The report is removed from the Custom Reports list.

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