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Preview a report and send it now

Check a report before it goes out, edit its text, and send manual reports.

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Written by Rodrigo Zaupa
  1. Select Reports in the sidebar and choose Preview on the report.

  2. The preview shows the next delivery as it will be sent, with Scheduled for and its date.

  3. To change this delivery only, select Edit Preview. You can change the Content reference date, the Recipients, the Summary and each section's Description, then select Update.

  4. To change every future delivery, select Edit Report instead.

[Image: A report preview with the "Edit Preview" and "Edit Report" buttons]

Send a manual report

Reports with the Manual frequency have a Send report button on their preview. Select it and confirm. You'll see The report will be sent shortly.

Before you edit the report itself

Saving changes to the report rebuilds its preview. UDP asks Regenerate preview from the template? first, because the edits you made in the preview, including recipients, summary and section notes, are removed.

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