Saving and modifying scheduled reports from the scheduled report folder
Updated over a week ago

Reports can be scheduled from ANY folder. However, if the report is placed inside of the Scheduled Reports folder, the report is not available for Users to run as a regular report (ability to run, refresh, etc.). This will allow an Administrator to prevent Users from running the long-running reports and to more simply focus on the instances.

If a user attempts to open and edit a report in the scheduled folder they will see the following error:

Your security profile does not allow you to refresh the document.

To modify a report saved in the Scheduled Folder:

  1. Copy it to a Public or Private folder.

    Right click the report name, Organize, Copy

  2. Paste to a new folder

  3. Open the new report by selecting "Modify" or double clicking the report

  4. Modify the report

  5. Save As the report with a new name

  6. Cut or Copy the report back to the Scheduled Folder

  7. Schedule the report

  8. Delete the any old versions of the report

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