How to Update Scheduled Report Status

This document provides a step-by-step guide to update the status of scheduled reports using both the edit functionality and the toggle switch button.

Introduction

Updating the status of scheduled reports is essential for managing report distribution effectively. This guide outlines how to change the status of a scheduled report by editing the report details or by using the toggle switch in the report table.

Steps to Update Scheduled Report Status

Method 1: Update Status by Editing the Report

Step 1: Navigate to the Schedule Report Page

1. From the left side panel, click on Settings.

2. The User Accounts page will be displayed with the User Accounts tab selected.

3. Click on the Schedule Report tab to view the scheduled reports.

   

Step 2: Edit a Scheduled Report

1. Locate the report you wish to update in the table.

2. Click on the Edit icon in the action column next to the report.

   

Step 3: Change Report Status

1. You will be redirected to the Update Schedule Report page.

2. In the Status dropdown, select the desired status: Enabled or Disabled.

   

Step 4: Save Changes

1. After selecting the status, click the Update button.

2. The updated status will be reflected in the schedule report table.

   

Method 2: Update Status Using the Toggle Switch

Step 1: Navigate to the Schedule Report Page

1. As before, click on Settings and then on the Schedule Report tab.

Step 2: Update Status via Toggle Switch

1. In the schedule report table, locate the report for which you want to change the status.

2. Find the Status column and locate the toggle switch next to the report.

   
3. Click on the toggle switch to change the status:

   1. If the toggle is off (Disabled), clicking it will turn it on (Enabled).

   2. If the toggle is on (Enabled), clicking it will turn it off (Disabled).

Step 3: Confirmation of Status Update

1. The table will automatically refresh to reflect the new status.