Search Icon
Knowledge Base

How to manage scheduled reports

To manage a scheduled report, go to Reports in the main menu.

1. Click Scheduled Reports.

2. Click the action button next to the report you want to manage.

From here, you can make several changes to your scheduled reports:

View a Report’s Details

To look at the details of how reports are being generated, click View Report Details.

Edit a Scheduled Report’s Recipients

To edit a scheduled report’s recipients, click Edit Recipients.

Enter the new recipients in the email field (1) .

Click OK (2).

Edit a Scheduled Report’s Fields

To edit the fields included in a scheduled report, click Edit Included Fields.

1. Check any fields you want to include, or uncheck any you don’t want to include.

2. You can also click all to select all the fields (1), or none to clear all the fields.

3. Click Apply (3)

Send Empty Reports

If you want a report to be sent to recipients even if there are no results for the set time period, you can do so by clicking Send Even When Empty.

If you change your mind, you can click Do Not Send When Empty in the same place.

Delete a Scheduled Report

To delete a scheduled report, click Delete From Schedule.

Click OK to confirm.

Was this article helpful?
Please Share Your Feedback
How Can We Improve This Article?
In This Article

Contact Support

Need Onboarding Help?

Talk to our customer success team about our onboarding services

API Documentation

API Documentation