How to Sort Scheduled Reports by Executed Date Range in Xvantage™

Overview:

This article provides step-by-step guidance on how to sort the scheduled reports by executed date range 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. Click the Executed Date Range button, then choose the desired start and end dates to display reports within the specified range.

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 Reset in Executed Date Range to remove all search criteria and reset the settings. Or, click Clear Search to clear and reset the settings.