(c) Profile Systems Design Group, Inc. 2025 Build: 4.008.766 Help ID: 7329
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Modifying a Scheduled Report
To change the characteristics of the saved report settings...
Go to TransActPOS Main Menu and select Reports Favorites located in the bottom left of the screen.
Locate the Name of the report referenced within the scheduler, in this example "ICONHANDREPORT", and select Load Report.
With the Favorite report loaded, change the settings of the report as desired. In this example, the desired Cost Basis is not Average Cost. Once the changes are made, select the gear icon
in the bottom left of the screen to save the Favorite back to the same name as previously saved.
With the day, time and user components presented check/un-check the configurations to meet the desired schedule. Once satisfied with the changes, select Save to keep the revisions and return to the previous screen.