Edit Databoard Export Schedules

Use Databoard Export Scheduling in the Advanced Tools submodule in the Settings module to edit databoard export schedules.

To use Databoard Export Scheduling in the Advanced Tools submodule, you must have access to Settings as defined in User Access Rights under Settings.

To edit a databoard export schedule:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the databoard export schedule that you want to edit.
  3. In the left pane of the Settings page, click Advanced Tools > Databoard Export Scheduling.
  4. Highlight the databoard export schedule that you want to edit, and in the right pane, make the necessary changes.