This guide explains how GrubCenter (GC) users with report permissions can view and manage scheduled reports. This feature provides visibility into which reports have been scheduled and their recurrence details.

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To view previously scheduled reports please follow below steps

Step 1 : Login to GrubCenter as the user with Real-Time Reports permissions set (e.g. Admin)

Step 2 : Navigate to Real-Time reports section

Step 3 : Schedule reports to be sent by email with recurrence

Step 4 : Navigate to Account Settings in the GrubCenter (GC) sidebar.

Step 5 : Select Scheduled Reports from the menu.

Step 6 : View the List of Scheduled Reports

Step 7 : Interact with Scheduled Reports. Hover over a report row to reveal additional options:

• Edit Option: Allows modifications to the scheduled report settings.

• Delete Option: Enables the removal of a scheduled report.

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To modify previously scheduled reports please follow below steps

Step 1 : Login to GrubCenter as the user with permissions to ALL Real-Time Reports (e.g. Admin)

Step 2 : Navigate to Account Settings in the GrubCenter (GC) sidebar with previously scheduled reports.

Step 3 : Hover over the scheduled report row.

Step 4 : Click on the “Edit” button to enter edit mode.

Step 5 : Modify the following settings:

1. Frequency:

• Select Daily, Weekly, or Monthly from the dropdown list.

• Each option includes explanatory text.

2. Date & Time:

• A date picker will appear.

• The earliest selectable date is today(past days are disabled).

• If selecting today, the time picker will prevent selection of past hours.

Step 6 : Save changes by clicking on “Save”. If no changes are made, the Save button remains disabled (greyed out).

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To delete previously scheduled reports please follow below steps

Step 1 : Login to GrubCenter (GC) as the user with permissions to ALL Real-Time Reports (e.g.Admin)

Step 2 : Navigate to Account Settings in the GrubCenter (GC) sidebar with previously scheduled reports.

Step 3 : Hover over the scheduled report row.

Step 4 : Locate the report you wish to delete and click on the “Delete” button.

Step 5 : Confirmation pop-up will appear to confirm deletion. You have two options:

1. Confirm deletion:

• The report will be removed from the table.

• A toast message “Scheduled report is deleted” will appear for successful deletion.

• If an error occurs, the message “An error occurred while deleting scheduled report settings. Please try again.” will be displayed.

2. Cancel deletion:

• The confirmation pop-up will close.

• The user will return to the ScheduledReports page without deleting the report.

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