Automated Reports: Editing / Deleting / Undeleting Rules


Edit

To edit Automated Report rules

  1. Click Administrative > Automation Rules.
  2. A list of all active rules will be displayed.
     
  3. Note that Task Rules also appear here; utilize the Rule Type filter at the top left if you only want to view Timed Automation rules.
  4. Deleted rules will be hidden; use the Show Deleted checkbox to view them.
  5. Select a rule and click Edit Rule or double click on it.
  6. Use the Next button to move through the setup screens making any desired changes, then click Finish on the last screen to save your changes.

Delete

To delete a rule:

  1. Click Administrative > Automation Rules.
  2. Select the rule you wish to delete.
  3. Click the Delete Rule button.  Deleted rules will appear as Inactive and will be in red font.

Undelete

  1. Click Administrative > Automation Rules.
  2. Select the rule you wish to undelete and click Edit Rule.
  3. The Timed Automation Wizard will appear.  Click Next until you reach the end of the wizard, then click Finish. Completing the wizard again in this manner will undelete (reactivate) the rule.
Updated on Wed, 26 Mar 2025 by Dominick Mastri

Glad we could be helpful. Thanks for the feedback.

Sorry we couldn't be helpful. Your feedback will help us improve this article.

How helpful was this page?