1. Open the Home Center.
2. On the Views menu, click My Scheduled Reports.

Use View Options to choose criteria to refine or filter the information appearing in the view. For general information about using View Options, see Setting View Options.

The Scheduled Reports to Distribute list displays reports where you are the primary or backup distribution approver.

Key Fields

The My Scheduled Reports list displays reports you've created using Scheduled Reports setup.

Key Fields

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

• Use the arrows at the bottom of the page to view additional pages.*

• Set the Max # of Records Returned field to a value greater than 100 in View Options.*

• Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

Click the Reporting Data link for the report you want to view in the Scheduled Reports to Distribute list.

1. Select the report to which you want to add a recipient.
2. Click Recipient Listin the Scheduled Reports to Distribute list. The Recipient List window appears. More...
3. Click Select Recipients from Contacts. The Contacts window appears.
4. Choose the Category and the Contact name. If the recipient isn't in your Contact List, click Add New Email and enter the person's name and email address.
5. Click Add to Distribution List.

Select one or more reports to approve and send from the Scheduled Reports to Distribute list.

Click Approve and Send to open the Sending Reports form appears. If you are sending the report using email you may also see a Microsoft Outlook security message notifying you that a program is trying to access e-mail and asking for your approval. You may allow the security program to access and set the accessing time frame to 10 minutes every time this message appears. More...
To avoid these messages, download and install a free utility called Express Click Yes from http://www.contextmagic.com/express-clickyes/. Vertafore recommends checking with your agency system administrator or owner for permission before installing the utility.

After the reports are distributed successfully, the Home Center is refreshed, and the approved reports no longer appear in the Scheduled Reports to Distribute list.

1. Select the reports you want to delete from the Scheduled Reports to Distribute list.
2. Click Delete. The reports no longer appear in the list.

Deleting a report from the Scheduled Reports to Distribute section deletes it for both the primary and backup approvers. The report is removed from the list and not distributed.

Any report you've created using Scheduled Reports setup appears in the My Scheduled Reports list. Typically, the reports are set to run automatically. However, if you need to run the report now, do the following:

1. Select the reports you want to run from the My Scheduled Reports list.
2. Click Run Now. The reports appear in the Scheduled Reports to Distribute list to be approved and sent by the primary or backup distribution approver.

To suspend a report:

1. Select the reports to suspend from the My Scheduled Reports list.
2. Click Change Suspend Status. The report status changes from Active to Suspended.

To suspend a report and set the date the report will return to Active:

1. Select the report to suspend from the My Scheduled Reports list.
2. Click Suspend Until, and then select a date from the date picker. The report status changes from Active to Suspended and shows the date the report will return to Active status. You can only use this option with one report selected.

To change a report's status to Active:

1. Select the suspended reports you want to re-activate from the My Scheduled Reports list.
2. Click Change Suspend Status. The report status changes from Suspended to Active.

On the toolbar, click Export All. All items on all pages of the list are exported to Excel.