How to Search for Scheduled Reports in Xvantage™

Overview:

This article provides step-by-step guidance on how to search for scheduled reports within Xvantage.

Process:

1. Log in to Xvantage.

2. From the left navigation menu, choose My Business.

3. Next, select Reports (Beta).

4. This will open the Past Reports section.

5. Click the Scheduled Reports tab to open the section where you can view and search the scheduled reports.

6. Use Search report text box to find the desired report.

7. For each report there are two available actions:

   • Edit schedule: click to update following settings:

     • How frequent you want to receive this report? - You can choose between With every billing document, Monthly or Daily

     • When will report execute? - No option to modify. By default, the report will be executed everyday 12:00am Central Standard Time (UTC-6)

     • How you'd like this report to be shared? - tick or untick if Company administrators will receive notifications for all generated reports

     • In Which format would you like to generate the report? - select the desired file type (CSV, JSON, XLSX)

     • Select your scheduling setting - name your scheduling

   • Cancel: select to cancel the scheduled report.

8. Click Clear Search to clear and reset the settings.