Updating a Schedule

Edit or Delete a Schedule Using the Schedule Report Wizard

If there is at least one schedule associated with a report, stored process, or folder, then you can update the schedule using the Schedule Report Wizard.
To edit or delete a schedule using the Schedule Report Wizard, complete these steps:
  1. To launch the Schedule Report Wizard, perform one of these tasks:
    • When a report or stored process is displayed in View mode, select Filethen selectSchedule.
    • In the File Management window, next to the name of the report or stored process that you want to schedule, click actions icon in the Actions column, and then select Schedule.
    The first wizard page appears.
    Schedule Report Wizard: Choose or Create a Distribution
    Schedule Report Wizard: Choose or Create a Distribution
  2. (Optional) If you have the capability to schedule any report, then you can select the View only my schedules check box. For more information about authorization and capabilities, contact your system administrator.
  3. To add a new schedule, click the add row icon.
  4. To edit the existing schedule, select the row and then click the edit row icon.
  5. To delete a schedule, click the delete row icon.

Edit or Delete a Schedule Using the Scheduled and Distributed Reports Dialog Box

To edit or delete a schedule associated with a report, stored process, or folder, complete these steps:
Note: Only authorized users can edit or delete reports that they have scheduled. If you have questions about your authorization, contact your system administrator.
  1. From the Welcome window or Edit mode, click Filethen selectManage Files to access the File Management window.
    Note: You can also use the Choose or Create a Distribution page in the Schedule Report Wizard to edit or delete schedules.
  2. Open the Scheduled and Distributed Reports dialog box. The name of the link that opens the dialog box depends on your role:
    • If you do not have permission to schedule or distribute reports, you will not see a link.
    • If you can schedule but not distribute reports, then click View my scheduled reports.
    • If you can both schedule and distribute reports, then click View my scheduled and distributed reports.
  3. Next to any scheduled occurrence of the report or folder of reports that you want to edit, click actions icon in the Actions column.
    Scheduled and Distributed Reports Dialog Box
    Scheduled and Distributed Reports Dialog Box
  4. If you want to edit the schedule for a report, select Schedule. Make your changes in the Schedule Report Wizard.
  5. If you want to delete a schedule, select Delete Schedule. In the confirmation message box that appears, click OK.
    Note: When you delete a schedule, all references to executing the schedule are also removed from the Occurrence, Status, Date/Time box.
  6. Click Close.
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