Edit or deactivate scheduled reports

Overview

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

1. Go to the navigation bar and click Reports.

2. From the side menu, click Scheduled.

3. On the Scheduled Reports screen that opens, click Edit for the report you want to change.

4. Click the steps on top of the screen to make changes to the report:
   

   1. Details: Edit the email subject line and report details

   2. Recipients: Edit who receives the report:

      1. Click x next to a name to remove it from the list.

      2. Clickand select additional recipients from the dropdown.
         

   3. Cadence: Change the frequency your report is sent.

   4. Filter: If the scheduled report is a flexible report, customize how recipients see the report.

5. When you’re finished, click Save.

Deactivate a scheduled report

To stop delivery of a scheduled report, deactivate it:

1. Go to the navigation bar and click Reports.

2. From the side menu, click Scheduled.

3. Click More for the report you want to deactivate and select Deactivate.
   

Reactivate a scheduled report

Reactivate a deactivated scheduled report to restart delivery:

1. Go to the navigation bar and click Reports.

2. From the side menu, click Scheduled.

3. Click Inactive to view deactivated reports.
   

4. Click More  for the report you want to reactivate and select Activate.
   

Want to learn more?

• Visit ServiceTitan Academy to enroll in Navigating Reports

• See Schedule reports