How to Pause, Resume & Edit Scheduled Reports

The Scheduled Reports Dashboard is your central hub for managing all automated reports. From this single page, you can easily modify the settings of any existing schedule, pause reports you no longer need, or resume inactive ones.

This feature allows you to:

Modify a report's schedule, update its recipient list, or change its email subject at any time.
Pause (Deactivate) a scheduled report to temporarily stop it from sending, and Resume it when needed.
View a complete delivery log for any scheduled report from the Sent Reports tab.

To Pause a Scheduled Report:

1. Navigate to the Reports section of the Bridge and click Scheduled Report

Alternatively, you can navigate to the specific report in the Bridge and click Schedule Report.

2. Find the Scheduled Report you wish to pause from the list

3. Tick the box next to the report to activate the Pause Scheduled Reports button

4. Click Pause Scheduled Reports

This will deactivate the report and move it into the Inactive Reports tab:

To Resume a Scheduled Report:

1. Navigate to the Reports section of the Bridge and click Scheduled Report

Alternatively, you can navigate to the specific report in the Bridge and click Schedule Report.

2. Click on the Inactive Reports tab

3. Find the Scheduled Report you wish to resume from the list

4. Tick the box next to the report to activate the Resume Scheduled Reports button

5. Click Resume Scheduled Reports

This will activate the report and move it back to the Active Reports list:

To Edit a Scheduled Report:

1. Navigate to the Reports section of the Bridge and click Scheduled Report

Alternatively, you can navigate to the specific report in the Bridge and click Schedule Report.

2. Find the Scheduled Report you wish to edit from the list

3. Click the Scheduled Report to open up the editor

4. Edit the Report configuration:

Edit the Name of the Scheduled Report

Note: It is recommended to create a separate Scheduled Report rather than changing the Report Type and Report View fields on an existing schedule. A Custom View saved with the original report will not apply to the different report. The existing Email Recipients or Frequency may also no longer be appropriate for the new report's content.

5. Edit the report Frequency

Select your desired email frequency from the Frequency drop-down menu (eg, Daily, Weekly, Monthly, Yearly)

Daily: The report will be sent once per day. You only need to set the Send At time for delivery.
Weekly: The report will be sent on specific days of the week. Check the box for each weekday (s) you want the report to run, and set the Send At time.
Monthly: The report will be sent on a specific day of each month. Use the On Day drop-down to select the day (e.g., "1st," "15th") and set the Send At time.
Yearly: The report will be sent once per year. Select the Month(s) (e.g., "January") and the Send At time. The report will automatically be scheduled to send on the 1st of the selected month.

7. Configure the Email Content (Email Subject)

Click the Email Content tab
Edit the Email Subject (eg, Monthly Close Summary for Paul's Steakhouse)

8. Configure the Recipients

Click the Recipients tab
Click + Add Internal Recipient to include recipients registered as Bridge users
Use the search bar to find the recipients you want to add, tick the box next to their name(s), then click Save
Click + Add External Recipient to add recipients who are not Bridge users (eg, company accountant)
Enter the recipient's Name and Email address, then click Save. Repeat this step to add multiple external recipients
Delete a recipient by clicking the three dots next to the recipient's name, selecting Delete, and confirming the deletion by clicking Continue