Monarch - Modifying a Scheduled Report

To modify a scheduled report, please navigate to Reports on the menu bar and click My Favorites tab.

You can tell that a report is being emailed to yourself or shared recipients when you see a mail icon next to the report name on the My Favorites tab as shown in the image below.

Any reports that you previously created and are currently being emailed can have their Date/Time adjusted by clicking the yellow favorite star icon after running the report. 

To change your settings and update your timing:

1. Click on the report name to run the report.
2. Click on the yellow favorite star icon after running the report. The Favorite Report dialog will show.
3. On Favorite Report dialog, change your settings, update your timing and click Update button.

Note: If you change your time zone it may take up to 24 hours before the change will be recognized by the scheduled reporting engine.

To remore or add people whom you share the report to:

1. on My Favorites page, click the menu icon on the right of the report that you wish to update and then select Share.

2. The share report dialog will display. Please uncheck the checkbox in front of salesperson name whom you wish to remove or check the checkedbox in front of salesperson name whom you wish to add to the share report. 

3. Click Save button once you are done updating.