This guide will walk you through managing your scheduled custom reports, including updating schedules and deleting reports.
You can manage scheduled custom reports in two ways:
Reschedule the frequency of the custom report.
Deleting the scheduled report.
Prerequisites:
Ensure you have access to the Reports module.
You already have a custom report created.
Step by Step instructions on how to perform each action above:
Log in to ProcureDesk.
On Standard > Go to Reports > Report Schedules.
Editing a Scheduled Report.
Click the Edit icon (pencil) next to the report you want to edit.
Update the schedule settings (schedule, day, frequency, and report duration).
Click Save to apply the changes.
Deleting a Scheduled Report
Click the Delete icon (trash bin) next to the report you want to stop/delete the schedule for.
Confirm the deletion in the pop-up window.