Stopping Report Scheduled by Another User

Overview

You may want to stop a report (which was set up by another user) completely or remove a specific recipient (who should not receive this report).

Prerequisites

You need to have an account with the Company Administrator, Super User role, or a custom role with rights to edit users to be able to get credentials for the required user account.

Solution

1. If you (Company Administrator) don't know who scheduled the report, submit a request to our support team to find the account under which the report is scheduled - make sure to include the name of the report.
   Otherwise, proceed to the next step.
2. Retrieve credentials for the user who scheduled the report - the report is accessible only from the account under which it was set up.
   
   1. Navigate to Administration > Users.
   2. Locate the required account, click on it, and select Edit User.
      
      Note: If the user account is already deleted (missing in the list), refer to the article Restoring Deleted Users.
   3. Enter a new password twice, note down the username, and click Save & Close.
      
      
      
      
3. Click Logout in the top right corner.
4. Log in to the web portal using the credentials retrieved in step 2.
5. Navigate to Reports > List.
6. Select the corresponding tab and click on the required report.
   • To stop the report completely - click Unschedule.
     
     
     
     
     • If you want to stop a user from receiving a report:
       1. Click Edit Schedule.
       2. Select step 3. Recipients.
       3. Remove the checkmark next to the required user.
          
          
          
          
       4. Click Save & Close.
          
          

<supportagent>L2 agents can connect to the database to find the user id and username (CreatedBy column) of the creator of the report by running the following query:

SELECT *
FROM PSTS_T2PROD_COBRA_PROD.rpt
WHERE co_id=xxxx AND
NAME LIKE '%<name of the report>%'

Note: The name of the report is case sensitive - try the line with the report name if there are no results.
</supportagent>

Testing

• If you stopped the report completely - the Report not scheduled message is displayed and no users should receive it anymore.
  
  
  
  
• If you removed a user from the recipients - check with the user if they have received the report after the date and time specified in the Run At field.
  
  

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