Edit or deactivate scheduled reportsLast updated on 03/22/2022
You can edit a scheduled report to add or remove email recipients, modify reporting filters, frequency, and details. You can also deactivate a scheduled report to stop delivery.
Edit a scheduled report
Go to the navigation bar and click Reports.
From the side menu, click Scheduled.
Click More
for the report you want to change and select Edit.
Click the steps on top of the screen to make changes to the report:
Details—Edit the email subject line and report details
Recipients—Edit who receives the report:
Click x next to a name to remove it from the list.
Click the carat and select additional recipients from the dropdown.
Cadence—Change the frequency your report is sent
Filter—If the scheduled report is a flexible report, customize how recipients see the report
When you’re done, click Save.
Deactivate a scheduled report
To stop delivery of a scheduled report, deactivate it:
Go to the navigation bar and click Reports.
From the side menu, click Scheduled.
Click More
for the report you want to deactivate and select Deactivate.
Reactivate a scheduled report
Reactivate a deactivated scheduled report to restart delivery:
Go to the navigation bar and click Reports.
From the side menu, click Scheduled.
Click Inactive to view deactivated reports.
Click More
for the report you want to reactivate and select Activate.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.