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In addition to be able to edit existing saved reports the reports in the archive can also be used as templates for new ones which eases the task of setting up a an automatic report distributions for larger organizations.
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To edit, execute or use an existing report as a temple template click on the name of the report to open it.
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By clicking on the name of the saved report in the archive a an edit page will be loaded where users can make changes or executing it.
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Enables the user to set whether the report is enabled (sent automatically by the system) and change the name and receivers (e-mail addresses) that the report should be sent to. Users can add additional or change existing schedules.
Each defined schedule can be edited, executed, sent or deleted. By clicking on the Execute link on a schedule the report will create and load the report in the user interface based on that schedules properties. Its It is also possible to send or resend the report for a specific date by clicking on the Send link.
Each time a saved report is created and sent by the system the content (ex: an Excel file) is archived and can be accessed and downloaded later. To view historic distributions click in the Download historic schedules link.
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Other
The other tab contains miscellaneous settings and information like the language is it will be created with. (As default the users language preference is used during the initial creation).
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