- Contents
Interaction Web Portal Help
Edit Settings for an Available Report
To edit the settings for an available report:
-
In the Historial Reports portlet, under Available Reports, click Edit next to the report.
-
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.
-
Click Next.
The Specify Report Destination page appears. -
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).
-
Click Next.
The Specify Report Frequency page appears. -
Specify the frequency, day(s) of the week, time of day. The next scheduled run date(s) appear.
-
Click Next.
The Specify Report Range page appears. -
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.
-
Click Finish.