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Home > Success Center > Archive > 2017October31 - LEM Deletes > Managing reports

Managing reports

Created by Caroline Juszczak, last modified by Kevin.Swinson on Oct 31, 2017

Views: 42 Votes: 0 Revisions: 7

Using the Reports console, you can edit a scheduled report task, delete a schedule from a task, or delete a scheduled report task.

Edit a scheduled report task

When required, you can edit a scheduled report task or task schedule by editing the task settings. This process allows you to modify your report scheduling when conditions change within your organization.

  1. Open the Reports console.
  2. Click the Settings tab.
  3. Click the Category drop-down menu and select Standard Reports or Custom Reports.
  4. In the Report Title column, select the report that requires a schedule change and click Schedule.
  5. In the Report Scheduler Tasks window, select the report schedule you want to edit and click Modify.
  6. In the Scheduler window, edit the Task, Schedule, and Settings tabs as required.

    To change the settings for a particular schedule, click the Schedule tab and select the schedule you want to change. Use the boxes to change the settings, then click Apply.

  7. Click OK to close the window.
  8. Make any additional changes to the Report Settings as required in the Report Schedule Tasks window.
  9. Click Save.
  10. Click Close to close the Report Scheduler Tasks window.

Delete a schedule from a task

If you have a task schedule that is incorrect or no longer required, you can delete the schedule.

  1. Open the Reports console.
  2. Click the Settings tab.
  3. Click the Category drop-down menu and select Standard Reports or Custom Reports.

    The grid displays all reports in your selected category.

  4. In the Report Title column, click the name of the report for which you want to delete a task schedule.
  5. Click Schedule.
  6. In the Report Scheduler Tasks window, select the scheduled report in the Task Description list that includes a schedule you want to delete.
  7. Click Modify.

    The task schedule form appears.

  8. In the Task Schedule window, click the Schedule tab and select the Show Multiple Schedules check box.
  9. In the schedule list box, select the schedule you want to delete, and then click Delete.
  10. Click Close to close the Report Scheduler Tasks form.

Delete a scheduled report task

If you have a scheduled report task that is incorrect or no longer required, you can delete it from your task list.

  1. Open the Reports console.
  2. Click the Settings tab.
  3. Click the Category drop-down menu and select Standard Reports or Custom Reports.
  4. In the Report Title column, click the name of the scheduled report that includes a task you want to delete.
  5. Click Schedule.
  6. In the Report Scheduler Tasks window, select the scheduled report task in the Task Description list that you want to delete.
  7. Click Delete.
  8. Click Yes to confirm the delete. .
  9. Click Close to close the Report Scheduler Tasks window.
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