Stop a Report From Automatically Sending

Automated Reports that have been scheduled to automatically email are found in the Office Staff Module attached to the Office Staff people who are receiving the report.

Open the Office Staff Module and select the appropriate Office Staff person in the Find Area at the left of the screen. Click on the Documentation drop down menu and select the Automated Reports tool. All of the Automated Report setups attached to this person will be displayed.

To remove only this person from the report's recipients

Select the appropriate Automated Report and click on the Edit tool in the toolbar. The Automated Report setup screen will open.

Use the Add and Remove tools under the Who this should be sent to panel at the bottom of the screen to change which people will receive the report.

Click Save.

To stop this Automated Report from sending

Select the appropriate Automated Report and click on the Delete tool in the toolbar. You will be prompted to confirm that you wish to delete this item. In most cases you will want to click Yes.

The Automated Report setup is removed from the list and this Automated Report will no longer send.