How Do I Edit a Scheduled Report?

Created by Sachin B, Modified on Wed, 19 Nov at 1:18 PM by Sachin B

Step 1 of 6

Open Site Dashboard

Click on the Site in the Sites page to open its management dashboard.

Step 2 of 6

Access Site Reports

Click the Site Reports option in the left sidebar to view reporting tools for the selected site.

Step 3 of 6

View Scheduled Reports

Select the Scheduled filter at the top of the Reports section to display all recurring reports for the site.

Step 4 of 6

Edit Report Details

Click the Edit icon on the report panel to edit the report with a detailed view & proceed with the changes.

Step 5 of 6

Update Scheduled Report

Once the changes have been made, click the Update Scheduled Report button at the top-right of the page to save your changes to the recurring report configuration.

Step 6 of 6

Confirm the Changes

Once the Scheduled report is updated successfully, you will see the confirmation notification in the bottom-right corner.