Viewing/Editing/Rescheduling Reports

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You may view or edit an existing report to change the values for filters, run-time, email reminder recipient, recurring interval, etc. With this function, you may generate a new report by editing and saving the report with a new name; change the condition or email reminder recipient of a recurring report; reschedule the run-time or run-frequency of a recurring report. For example, you may reschedule a recurring report to run on Mondays, instead of Thursdays.

You may edit a report in Reports or Output folder.

To view or edit a report in Reports folder, go to Reports folder to find the report that you wish to view/edit. Click View or Edit in the Edit column. We choose Edit in this example.

To edit a report in Output folder, go to Output to find the report. Click the report name. The details of the report show up in the line below. Click Edit.

The report is loaded on the report creation screen, where you make the required changes.

To create a new report, you need to enter a new report name. Click Save As New at the bottom after finishing the editing. You can choose to create a one time or a recurring report.

To modify an existing recurring report, click Save Report after finishing the editing. Note that Evergreen will update the pending output only. The existing output will remain as is.

It is not possible to modify a completed one-time report. You need to enter a new report name and save it as a new report.

When choosing View a report on the above two screens, the report will be displayed in non-editable mode.

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