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Edit Settings for an Available Report

To edit the settings for an available report:

  1. In the Historial Reports portlet, under Available Reports, click Edit next to the report.

  2. The View Report Detail page appears. This page displays information about the report, report category, description, run dates, and parameters. This page displays information from Scheduled Reports and is view-only.

  3. Click Next.

    The Specify Report Destination page appears.

  4. On this page, you can specify whether you want to email the report or send it to a URL. You can also specify the file format (Adobe Acrobat or Microsoft Excel) and for URLs, the overwrite frequency (Never, Daily, Weekly, Monthly, or Yearly).

  5. Click Next.

    The Specify Report Frequency page appears.

  6. Specify the frequency, day(s) of the week, time of day. The next scheduled run date(s) appear.

  7. Click Next.

    The Specify Report Range page appears.

  8. Click the option button next to the period.

    Option

    Description

    Daily

    Today or Yesterday

    Weekly

    Start day and end day of week

    Monthly

    This month, last month, one month before run date

    Custom

    Previous number of days or specific days.

      

    For Previous number of days, specify number.

      

    For Specific days, specify this month or last month and start and end dates.

Depending on the option you select, more date/time fields might appear.

  1. Click Finish.