Managing Approvals

Scheduled tasks can have one or more approvers assigned. This means that a report that is run is not made available before it has been reviewed and approved by a person.

If you have pending approvals waiting for your action, an icon is shown on the Approvals menu item.

To view a list of all approvals waiting for your action, go to the Approvals page.

Reviewing a report

• To preview an email generated from the report, click on the mail drop-down and select one of the mails to preview.
• To preview the whole report, click on the Output drop-down and select Preview Workbook or PDF.
• To download the report for a more detailed review, click on the Output drop down and select Download Workbook or PDF.

Amending a report

You can amend the report output to add e.g. comments.

• Download the report as Workbook.
• Make the desired modifications in Excel.
• Upload the workbook by using the upload button on the right-hand side.

Approving or rejecting a report

Approving a report means it will be finalized and published.

To approve one or more reports:

• Select the reports by clicking the corresponding checkboxes on the left-hand side.
• Click Approve in the toolbar.

To reject one or more reports:

• Select the reports by clicking the corresponding checkboxes on the left-hand side.
• Click Reject in the toolbar.

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Alternatively, you can approve or reject individual reports using the Approve and Reject buttons on the right hand side.