How to add, edit or remove a scheduled report in Business Manager

Learn how to add, edit or remove a scheduled report in Business Manager.
Products affected: Business Manager
To add a scheduled report:
  1. Open Business Manager and sign in.
  2. Select Reports > Report.
  3. Select one of the report category tabs.
  4. Select Scheduler.
  5. Select Add Report.
  6. Select Add Task.
  7. Specify a Scheduled time and Scheduled mode.
  8. Select a report.
  9. Select Edit Report Parameters.
  10. Specify the conditions for the report.
  11. Select Save.
  12. Select Confirm.
To edit a scheduled report:
  1. Open Business Manager and sign in.
  2. Select Reports > Report.
  3. Select one of the report category tabs.
  4. Select Scheduler.
  5. Select a report.
  6. Select Edit report.
  7. Changes the Scheduled time and Scheduled mode as needed.
  8. Select Edit Report Parameters.
  9. Change the parameters as needed.
  10. Select Save.
  11. Select Confirm.
To remove a schedule report:
  1. Open Business Manager and sign in.
  2. Select Reports > Report.
  3. Select one of the report list category tabs.
  4. Select Scheduler.
  5. Select a report.
  6. Select Remove report.
  7. Select Yes.

UPDATED: August 14, 2021

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