Updating the Custom Reports Schedules in Projects/Shells and Project/Shell Templates

You can update schedules in project/shell templates and existing projects/shells from the Custom Reports Schedule feature. You can create up to five Custom Reports Schedules for each report in a destination project/shell.

To update a schedule in projects/shells or templates:

1. Go to the Company Workspace tab, and switch to Admin mode.
2. In the left Navigator, select Templates, and then select Shells.
3. Open the applicable template.
4. In the left Navigator, select Reports, and then select Custom Reports Schedule.
5. In the Custom Reports Schedule log, select the checkboxes for the applicable reports.
6. In the toolbar, select Update, and then select one of the following:
   • To update specific projects/shells, select Shells. In the Update Shells dialog box, select the applicable shells, and then select Update. When the confirmation message appears, select Yes to continue.
   • To update all projects/shells, select All Shells. When the confirmation message appears, select Update.
   • To update specific project/shell templates, select Shell Templates. In the Update Shell Templates dialog box, select the applicable templates, and then select Update. When the confirmation message appears, select Yes to continue.
   • To update all project/shell templates, select All Shell Templates. When the confirmation message appears, select Update.

If the report does not exist in the destination, the system adds it and creates the schedule.