Report Schedule Detail

Use this feature to view information about reports that are scheduled to run at regular intervals (this option is set up in the Scheduling section of each report's Delivery Options). Report Schedule Detail shows you which user set up the report, when the report is scheduled to run next, and how often the report is scheduled to run.

1. Access the Reports/Marketing area.

   To access the Reports/Marketing area from the Home screen, do one of the following:

   • Click Reports/Marketing on the navigation panel.
   • Click Areas > Reports/Marketing on the menubar.
   • Click the down arrow next to Home on the options bar and select Reports/Marketing.

   To access Reports/Marketing from another area of the program, do one of the following:

   • Click Home > Reports/Marketing on the menubar.
   • Click the down arrow next to Home on the options bar and select Reports/Marketing.
2. The My Reports list defaults when the Reports/Marketing screen opens. If the report is in a different list, click the button for that list on the navigation panel, or click on My Reports on the view filter and make a different selection.

These are the options:

1. • Account Reports
   • Activity Reports
   • Application Reports
   • Claim Reports
   • Client Contracts Reports
   • General Ledger Reports
   • Interface Reports
   • Management Reports
   • Opportunities Reports
   • Policy Reports
   • Transaction Reports

3. Click to highlight the report for which you wish to view schedule detail.
4. Do one of the following:
    
   • Click Access > Report Schedule Detail on the options bar.
   • Click Access > Report Schedule Detail on the menubar.
5. The Report Schedule Detail window displays. Review the information and click the Close button to close the window when you are finished.

For information on deleting a scheduled report, see the Cancel a Job or Purge Jobs instructions of the Jobs document.