How to Update Existing Scheduled Reports in Admin Portal

If you have an existing and pre-scheduled report built in Admin Portal but need to make updates to the report, below are steps on how to update your report.

1. In Admin Portal, go to the Reports tab then select "Scheduled Reports."
2. Once you find the report you want to edit, click the "edit" button for that report.
3. On the first page, if you need to update any filters like tees, number of holes, and golfer status, this is where you can make those updates. Once the updates on this page have been made, click the "Next" button.
4. On the second page, this is where you can adjust the file types and who receives the emails with the reports.
   1. A PDF is the default format for these reports but you can also check the XLS box to receive the report in an Excel file.
   2. If you need to adjust who receives the emails with the report, you will use the "Mail To" section and select the "Edit" button. It is best to have one email in the "To" section and any additional people in the "Cc" section. Once you have completed your email updates, make sure to select the "Edit Email" button.
5. Once you are done with file and email updates, click the "Next" button.
6. On the final page, this is where you can update when and how often you receive the report.
7. Once all updates have been made, make sure to click the "Save" button and your report is now ready to go with your changes.