Managing Scheduled Reports

Overview

After creating scheduled reports, you may need to modify their settings, pause delivery, or delete them. Manage all your scheduled reports from a central location.

Accessing Scheduled Reports

Step 1: Navigate to INSIGHTS → Reports.

Step 2: Find the "Scheduled Reports" or "My Schedules" section.

Viewing Your Schedules

The list shows:

• Report name and type
• Frequency (Daily, Weekly, Monthly)
• Recipients
• Next scheduled delivery
• Status (Active/Paused)

Editing a Schedule

Step 1: Click on the schedule to edit.

Step 2: Modify settings as needed:

• Change frequency or time
• Add or remove recipients
• Update report parameters

Step 3: Save changes.

Pausing a Schedule

Temporarily stop delivery without deleting:

1. Select the schedule
2. Click Pause or toggle to Inactive
3. Resume later when needed

Deleting a Schedule

Permanently remove a scheduled report:

1. Select the schedule
2. Click Delete
3. Confirm deletion

Troubleshooting Delivery

If reports aren't being delivered:

• Check recipient email addresses
• Verify schedule is Active
• Check spam folders
• Confirm you have permission to run the report

Tips

• Review schedules periodically for relevance
• Remove recipients who no longer need reports
• Consolidate similar schedules to reduce email volume