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:

Open Business Manager and sign in.
Select Reports > Report.
Select one of the report category tabs.
Select Scheduler.
Select Add Report.
Select Add Task.
Specify a Scheduled time and Scheduled mode.
Select a report.
Select Edit Report Parameters.
Specify the conditions for the report.
Select Save.
Select Confirm.

To edit a scheduled report:

Open Business Manager and sign in.
Select Reports > Report.
Select one of the report category tabs.
Select Scheduler.
Select a report.
Select Edit report.
Changes the Scheduled time and Scheduled mode as needed.
Select Edit Report Parameters.
Change the parameters as needed.
Select Save.
Select Confirm.

To remove a schedule report:

Open Business Manager and sign in.
Select Reports > Report.
Select one of the report list category tabs.
Select Scheduler.
Select a report.
Select Remove report.
Select Yes.

UPDATED: August 14, 2021