Scheduling Functionality and Editing of MyFavorites Now Available

Recent enhancements to MyReports allows the editing, scheduling, and email delivery of reports saved as MyFavorites. Scheduling reports provides greater flexibility in report delivery options and reduces the number of steps required to run reports for recurring data needs. Benefits include:

  • One or more MyFavorites can be scheduled for delivery on a recurring basis
  • Schedules include an option to run MyFavorites monthly after the campus month-end close
  • Scheduled reports can be delivered to one or more UCSF recipients via email

In addition, MyFavorites has been enhanced to make it easier to update stored MyFavorites filter criteria and MyFavorites names.

This new functionality is available within the Manage MyFavorites tab. A new job aid, Managing and Scheduling MyFavorites in MyReports, is available.