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Eptura Knowledge Center

Schedule Reports With Fewer Clicks - 2017 May

You can now create a scheduled report with fewer clicks in the Insights module. To help you create a scheduled report more quickly when displaying an existing report, the existing Schedule button on the Report Display screen now takes you directly to the Create a Schedule screen. In addition, to provide you with the same functionality as previously available with this button, a drop-down menu has been added, which you can use to view existing schedules for the displayed report. 

To create a new scheduled report, simply click the Schedule button directly or select the Create Job option from the drop-down menu, which is accessed by clicking the Drop-Down icon - Insights (Drop-Down) button to the right of the Schedule button.

Schedule Report fewer clicks - Insights

With this enhancement, you can now begin the process of adding a new scheduled report with a single click, saving time by eliminating a step in the process. This update will be rolled out to customers in the next two weeks. If you have any questions, please call 713-526-1029 or send an email to