Editing a Scheduled Report's Criteria

Edit a scheduled report's criteria when you need to modify the criteria or options of the Comply Plus report being run on a schedule. These are the same criteria and options you enter when running this report manually.

To change any other properties of a scheduled report (its schedule, email options, and so on), see Editing a Scheduled Report's Properties.

To edit a scheduled report's criteria:

Starting at the Scheduled Reports page (How do I get there?), do the following:

1.      Find the report whose criteria you wish to edit. Click its expand () icon to show its Details and Report Criteria.

2.      Click the edit () icon in the upper right-hand corner of the Report Criteria area. This opens the report’s Search Criteria page.

3.      Make all desired changes to the criteria provided.

4.      Click the Save Criteria button to save your changes.

Related Topics

        Creating a Scheduled Report

        Editing a Scheduled Report's Properties

        Deleting a Scheduled Report