m-Fin How-to: Updating Report Views (including Scheduled Reports) in CU-Data

Do you need to update a saved Report View to include different prompts, such as SpeedTypes or Account Codes? You can make updates to your previously saved content. Since Scheduled Reports are Report Views that fire on a trigger, you’ll follow these same steps to update your scheduled reports.

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Read the procedures

Step 1: Editing the Report View’s Properties

Locate your Saved Report View and edit its properties to reflect your updated prompts.

1. Click on My content to access your saved Report Views, including your scheduled m-Fin reports.

2. Locate the Report View you want to update and click the More menu, the three dots to the right of it.

3. Select Properties

4. Select the Report tab

5. Click Current values. The Current values panel will slide out.

6. In the top right corner of the panel, click Edit

7. The prompt page for your Report View will display. It may take a few seconds. Update the values on this prompt page as needed.

8. Click Next at the bottom of the page to update additional prompt pages.

9. If there’s no Next button or if you are finished with your updates, click Finish to save your edits and run the report.

Step 2: Deleting the old report output

Locate the old report output and delete it.

10. In the My content menu, locate your Report View and click on the More menu - and select View Versions.

11. Click on the date -- and then on the trash icon. Select OK on the Confirm Delete popup. This will delete the report output version that had previously saved.

12. Now, when you run your Report View or receive your scheduled report, it will display your updated prompts.