How to Edit a Scheduled Email Export

Summary

---

Intelligent Logistics allows users to create custom reports within the applications called 'Views' from which they can repeatedly work off of without having to save their settings again. Users can schedule reports to be sent automatically from applications on a time schedule without having to manually download them.   

If you've made changes to an existing report template / saved view that is currently set up as a scheduled export, you must create a new scheduled report to ensure the updated criteria is reflected in the subsequent email exports. Once you've done that, be sure to delete the old scheduled report within the Manage Scheduled Exports application or you will receive 2 emails containing different data sets.

See link to setup scheduled email exports here.

Please note: scheduled email exports should be limited to 30k records per export. Each user has a maximum of 10 scheduled reports available to them.

Please note: as of October 9, 2023, the email address used for sending Intelligent Logistics user activation and password reset information is being changed to [e-mail] 

This new domain will go into effect for scheduled email reports starting October 13, 2023.

Please ensure your organization has whitelisted this address to allow these emails to be successfully delivered. 

Scheduled report and user account emails were previously being sent from [e-mail]

Solution: How to Make Changes to a Scheduled Email Export

---

You can manage your reports within the Manage Scheduled Exports application. This app allows you to change the name, frequency, and email recipients of your scheduled reports. To view the status of your scheduled reports, see the Scheduled Export Status application. 

 

 

Deleting an Existing Report Schedule

To delete an existing email export, click on the Manage Scheduled Exports application. 

1. Click Go to see a list of scheduled reports.
2. Select the report from your list of saved views
3. Click Delete

 

Updating Report Schedule

To update the data parameters of a scheduled report, click on the Manage Scheduled Exports application. 

1. Click Go to see a list of scheduled reports.
2. Click on the report from your list of scheduled exports
   • • HINT: do not click on the toggle (this is to select the report for deletion), but rather, click within the row of data, as shown below.

    3. A side menu will appear, displaying the initial details of the report. Click on the icon highlighted below to open the menu into a full-screen view if desired.

     4. To update the report schedule, click the blue Edit button at top of the screen. 

The fields shown below will open up, allowing the user to adjust the time frame, frequency, dates and time of the day the report is run. 

5. When the changes are completed, be sure to click the blue Save button at the bottom right corner of the screen: 

Updating Report Recipients

To updated the recipients associated with a scheduled report, scroll to the Emails section of this menu - located directly beneath the calendar settings. 

To Add a Recipient: 

1. Click Add
2. Enter the recipient's email address
3. Click Save.

To Remove a Recipient: 

1. Click the box next to the recipient's email address 
2. Click Delete