Resolution (Portal):

To Schedule a Report (After Saving a Report):

  • Navigate to WFR > My Info > My Saved Reports.

  • Find the report needing to be scheduled and click on the “Manage Email Schedules” icon.

  • Click “Add Schedule.”
  • Add schedule information.
  • Click “Save.”

Resolution (Backoffice):

To Schedule a Report (After Saving a Report):

  • Navigate to WFR > My Info > My Saved Reports.
  • Find the report needing to be scheduled and click on the “Manage Email Schedules” icon.
  • Click “Add Schedule.”
  • Add schedule information.
  • Click “Save.”