Required Permissions Level: Dashboard and Reports Creator
In our article Scheduling Reports, we walked you through saving your custom reports and setting up schedules to have them emailed out. Once you've saved a report and created an email delivery schedule, you may need to later modify that schedule. Reasons may include adding or removing recipients, changing the date range, or adjusting filters such as including or excluding specific agents.
Unless you are an Administrator on the account, you can only update schedules you have previously set up. If you receive an emailed report someone else has set up, the schedule owner is indicated in the header information of the attached report (Excel, PDF). You'll need to ask that user to adjust their schedule or transfer ownership of the schedule to you. As an Administrator, you can view and edit any schedule via the Schedules tab — see the Admin section below.
Editing your own report schedule
To update an existing report schedule you've set up, follow the steps below.
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In the Sidebar Menu, click Reports. -
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Select the Saved Reports toggle. -
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Click the three dots to the right of the report you want to edit a schedule for. You'll also see a clock icon indicating there's an existing schedule.
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Click Send/Schedule to open a popup showing the schedules. -
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In the popup, click the pencil icon next to the schedule you'd like to edit. Once you've made your changes, click Apply to save them.
If there are additional filters you would like applied to the schedule beyond those already listed next to Filter Choices, you will need to add those fields as a filter within the Saved Report first. Those filters are then carried over onto the Schedule Entry page for you to modify.
Editing schedules as an Administrator
If you are an Administrator on the account, you can see and edit all schedules for all reports via the Administrator Tools page.
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In the Sidebar Menu, click Administrator Tools. -
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At the top of the page, select the Schedules tab. -
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Choose to view by User or Recipient. -
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Click the pencil icon to the right of the schedule you want to edit. Click Apply in the popup to save your changes.
Questions or feedback? Please email us at support@brightmetrics.com.