Setting Additional Options for Custom Reports

On the More Options page of the Report Builder and Financial Report Builder, you can:


If the owner of a scheduled report is changed to another user who has never previously scheduled a report, the report no longer runs according to schedule. For the report to resume running according to schedule, the new owner needs to log in with the appropriate role and resave the report.

Related Topics

Report Customization
Report Builder Interface
Report Customization Permission
Adding, Removing, or Reordering Report Columns
Formatting Numbers on Reports
Filtering Data on Reports
Sorting Data on Reports
Arranging Data on Summary Reports
Setting Up Cash Basis Reporting
Sharing Custom Reports with Other Users
Exporting a Saved Report as an Excel Web Query
Example Report Format Changes
Saving a Custom Report
Deleting a Custom Report

General Notices