Modifying schedules

You can update the existing schedules from your Scheduler.

Steps

  1. On the left pane, click the icon to open the Scheduler page.


  2. Click the schedule you want to update.
    The Update Schedule view opens.

  3. If required, do one or more of the following:
    1. In Schedule Name, modify the name to be displayed in the report.
    2. In Description, modify additional information tailored to the recipient.
    3. In Email Settings, modify the email display settings.
    4. In Schedule, modify schedules for sending the reports.
    5. In Recipients, add or delete the report recipients.
    6. In Additional Options, modify the password or clear the Password Protected option.

      You can hover over the information icon to view the password setting rules.

      Note: Password Protected is enabled only if you have attachments in pdf format. Even if you have the csv files along with the pdf attachments, password is applied only to pdf.
    7. In Attachments, select new dashboard or widget for your report and modify individual time frame for the attachments.
  4. Click Update.
  5. If you want to delete the schedule, do the following:
    1. Click Delete Scheduler.
      A dialog opens for you to confirm the scheduler deletion.
    2. Click Yes.