--- title: Manage Dairy Reports/Worklists slug: help/en-us/pulse/reports-worklists-manage docTags: createdAt: 2026-02-09T13:08:55.225Z --- :::ExpandableHeading ### Required Permissions Only users who are assigned to a Role with Herd Write permissions can use this feature. See [Edit Dairy User Permissions](docId\:gW6ZX7tfC4IhSbrtOzc_V) and [Manage Dairy Roles](docId:9YjUkdzFab0KkO1HW0Mxj) for more information. ::: The **Dairy Reports/Worklists** page includes the reports or worklists you customized from the [Template Gallery](docId:2pH37I7mwSj79BZCM4WCA), as well as any other custom reports you created using [Report/Worklist Builder](docId\:I7vcqxLA9mWQWNm-o_eXz). Note that reports are shaded in **blue** and worklists are shaded in **green**. ::Image[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/KATGw2cLQYvFXogp2MqcI_dairy-managereportsworklists.png" size="28" width="2063" height="886" darkWidth="2063" darkHeight="886" position="flex-start" showCaption="false"} You can find this feature under the [DairyComp/MyDC > Reports/Worklists menu](docId\:ezFEjZDkBcfov-b69AUPR) on the Dairy Reports/Worklists tab. Expand the sections below to learn more: :::ExpandableHeading ## Save a Report/Worklist Save reports and worklists that you run frequently to your** Dairy **Reports/Worklists page for easy reuse.You can save reports to your Dairy Reports/Worklists page in two different ways: - From the [Template Gallery](docId:2pH37I7mwSj79BZCM4WCA) Click the **Customize** button to open the report in [Report/Worklist Builder](docId\:I7vcqxLA9mWQWNm-o_eXz).. - After running a report from the [Command Line](docId:773_9MQBjtwjyI14dVda1) (DC Unlimited subscribers only): 1. Click the **Edit** button to open the [Report/Worklist Builder](docId\:I7vcqxLA9mWQWNm-o_eXz) page. Enter the report/worklist details and the **Next** button to open the **Contents** screen on the [Report/Worklist Builder](docId\:I7vcqxLA9mWQWNm-o_eXz) page. 2. Click the **Save and Execute** button to save the report/worklist. ::: ::::::ExpandableHeading ## Schedule a Report/Worklist After a report or worklist is saved to the **Dairy Reports/Worklists** page, MyDC subscribers can automate the generation of a report or worklist and add it to the [Process Scheduler](docId:_lld7GllxHJK-xDeuTDS1) calendar. Follow these steps on the Dairy Reports/Worklists page to schedule a report or worklist to run automatically: :::::WorkflowBlock :::WorkflowBlockItem Click the **Schedule** button to open a side panel where you can create an automated schedule for the report or worklist. ::: ::::WorkflowBlockItem ::Image[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/7dYXf9SwG4Y0gxxbwUnvI_schedule-report-worklist.png" size="40" width="1453" height="590" darkWidth="1453" darkHeight="590" position="flex-start" showCaption="false"} Use the following guidelines to schedule your report or worklist: - Select the date and time to start the process. :::hint{type="warning"} **IMPORTANT: **Set the **Day to Start** to a future time, either later today or a future date, as scheduling a process at a time that has passed will not run until the next time the scheduled interval is reached. For example, if you schedule a process to start on Mondays at 5 am, but today is a Monday at 9 am, the enrollment will start next week at 5 am. ::: - Set the schedule for the process: 1. Set the **Repetition** to "Repeats". 2. Set the frequency and interval for the process. For instance, to run a process weekly, set **Every** to "1" and **Intervals** to "Weeks". - Click **Schedule**. After you schedule your report or worklist, PULSE shows the **Scheduled** button and Process Scheduler includes the report or worklist. To view the generated report or worklist, see [Report History](docId\:aKKqGVJi5DQ2123K3g0qC) or [Worklist History](docId\:RxrwrtEL9LyeHaR26P9qL). :::: ::::: :::::: :::::::ExpandableHeading ## Run a Report/Worklist You can run reports or worklists for today or up to 30 days in the future. This option allows you to collect additional data and gives you even more choices when planning tasks and managing your herd. ::::::WorkflowBlock :::::WorkflowBlockItem Click the **See Results** button to open the options window. ::::VerticalSplit{layout="middle"} :::VerticalSplitItem ::Image[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/_YH0y6CF1UCeRnaphNUqC_report-results-options.png" size="42" width="686" height="374" darkWidth="686" darkHeight="374" position="flex-start" showCaption="false"} ::: :::VerticalSplitItem ::Image[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/FsxtcAYYx05GDwsYUqQVI_dairy-reports-report.png" size="42" width="637" height="302" darkWidth="637" darkHeight="302" position="flex-start" showCaption="false"} ::: :::: ::::: ::::WorkflowBlockItem The date field defaults to today's date. Click on the date field to change it. ::Image[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/OyGMSXENbYgemEWm1tZ5P_date-picker.png" size="38" isUploading="false" initialPath="../../../../Resources/Images/Platform/dairycomp/Reports/date-picker.png" githubPath="Content/Resources/Images/Platform/dairycomp/Reports/date-picker.png" position="flex-start" width="830" height="440" darkWidth="830" darkHeight="440" showCaption="false"} :::hint{type="info"} **NOTE: **You cannot select a date in the past, but you can select a date up to 30 days in the future. ::: :::: :::WorkflowBlockItem Click the **See Results** button to run the report or worklist. PULSE builds the report or worklist and displays the results. ::Image[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/p-29at5ZMRLV9NfKuBBbN_worklistreport-results-edit2.png" size="62" isUploading="false" initialPath="../../../../Resources/Images/Platform/dairycomp/Reports/worklistreport-results-edit2.png" githubPath="Content/Resources/Images/Platform/dairycomp/Reports/worklistreport-results-edit2.png" position="flex-start" width="1362" height="563" darkWidth="1362" darkHeight="563" showCaption="false"} [See Reports/Worklists Results](docId\:AGLFBf-bfmbCntpJdR-W3) to learn more! ::: :::::: ::::::: ::::ExpandableHeading ## Edit Reports/Worklists You can make changes to your dairy report or worklist from two different locations in PULSE. 1. On the **Dairy Reports/Worklists** page, click the Options button :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/gbJVZUGo8vLQZq9HUByad_options-black-dots.png" alt caption size="10" width="38" height="16"} and select **Edit**. ::Image[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/tWjdbWgXiJFioU94Z22HK_dairy-reports-options-menu.png" size="22" width="352" height="447" darkWidth="352" darkHeight="447" position="flex-start" showCaption="false" indent="2"} :::Paragraph{indent="1"} Or, click the **See Results** button to run the report or worklist and [See Reports/Worklists Results](docId\:AGLFBf-bfmbCntpJdR-W3). Click the **Edit** button at the top right of the page. ::: ::Image[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/JlulHadBLV5thbi6Fx3EJ_worklistreport-results-edit.png" size="38" width="1362" height="563" darkWidth="1362" darkHeight="563" position="flex-start" showCaption="false" indent="2"} 2. Use [Report/Worklist Builder](docId\:I7vcqxLA9mWQWNm-o_eXz) to complete your updates and save your changes. :::: :::ExpandableHeading ## Duplicate a Report/Worklist You can duplicate any of your dairy reports or worklists. This makes it easy to create a new report with slightly different criteria. 1. Click the Options button :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/gbJVZUGo8vLQZq9HUByad_options-black-dots.png" alt caption size="10" width="38" height="16"}. ::Image[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/tWjdbWgXiJFioU94Z22HK_dairy-reports-options-menu.png" size="14" width="352" height="447" darkWidth="352" darkHeight="447" position="flex-start" showCaption="false" indent="2"} 2. Select the **Duplicate** option to open the Report Builder. See [Build Custom Report or Worklist](docId\:I7vcqxLA9mWQWNm-o_eXz) to learn more! ::: :::ExpandableHeading ## Delete a Report/Worklist You can delete a dairy report or worklist at any time. This helps you find the reports and worklists you need and use often more quickly. 1. Click the Options button :inlineImage[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/gbJVZUGo8vLQZq9HUByad_options-black-dots.png" alt caption size="10" width="38" height="16"}. ::Image[]{src="https://api.archbee.com/api/optimize/3h8pSJcGUXEi4HGCCYPTA/tWjdbWgXiJFioU94Z22HK_dairy-reports-options-menu.png" size="14" width="352" height="447" darkWidth="352" darkHeight="447" position="flex-start" showCaption="false" indent="2"} 2. Select the **Delete** option. 3. Click **Remove** to confirm. :::