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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Modify a Report Schedule

  • Updated:

This article will show you how to adjust the schedule of a report.

 

 

Instructions

  1. Navigate to the Reports tab
    reports
  2. Click Scheduled Reports in the right-hand corner
    scheduled reports button
  3. Select Actions > Modify Schedule next to the desired report
    modify schedule
  4. Make adjustments as needed
    change schedule
    • Start Date: Select the date and time the report should begin running
    • End Date: Choose the end date and time for the scheduled report
    • Auto Date: Select the desired auto date from the drop-down
      • Note: Auto Dates determine the date range used, relative to the time the report is run.
    • Email Body: Choose if the email body is included or not
    • Email Attachment: Choose whether or not to include an email attachment
    • Schedule: Select if the report is on a Daily, Monthly, or Weekly schedule
  5. Click Save
    save schedule

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