Edit a Scheduled Report

Upon creation of a Scheduled report, the report commits and runs based on the parameters set, based on the configured details.  If necessary, changes to existing scheduled reports follow the same process as creating a scheduled report in edit mode.  

  1. Load the record where the report resides.
  2. Navigate to Reports.  
  3. Locate the report to edit.   
  4. Click the pencil (✏️) icon.  
  5. Follow the instructions found on the Scheduled Reports article to edit and reschedule the report
  6. Remember to click the Save icon (💾) to commit the change(s).