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‎08-15-2014 01:49 PM
One of our users has created a custom report and would like to schedule it to run periodically, but cannot see the "schedule" button on the report editor. I added the role "template_scheduler" for this user, but that did not fix the problem. Any suggestions?
Solved! Go to Solution.
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‎08-15-2014 01:53 PM
Hi Geoff,
To schedule reports you would want to add the report_scheduler role to their account instead of the template_scheduler.
Hope that helps!
Mike Bahr
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‎08-15-2014 01:53 PM
Hi Geoff,
To schedule reports you would want to add the report_scheduler role to their account instead of the template_scheduler.
Hope that helps!
Mike Bahr
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‎08-20-2014 10:46 AM
Yup that works! Thanks! I didn't figure that out myself because there is no UI action with report_scheduler in the conditions. That must be a built-in action.
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‎08-20-2014 10:52 AM
Excellent! Glad to hear that resolved it for you.
Mike Bahr
