Modifying a Scheduled Report

Modifying a Scheduled Report
1

To change the characteristics of the saved report settings...

1. 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.
 
Modifying a Scheduled Report
 
Locate the Name of the report referenced within the scheduler, in this example "ICONHANDREPORT", and select Load Report.
Modifying a Scheduled 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 Modifying a Scheduled Report in the bottom left of the screen to save the Favorite back to the same name as previously saved.
 
Modifying a Scheduled Report
 
 
2

To Modify schedule of the report, select Modify

2. To Modify schedule of the report, select Modify
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.