Viewing and Editing Scheduled Report Details
To modify an existing custom report, follow these steps:
- 1. Navigate to Reports, then click Scheduled.
- 2. Click the report name to edit the settings. This action opens the following page:
- Name – The name of the report (used for the Subject field in the email).
- Emails – The destination email addresses for the report. Use commas to separate multiple addresses.
- Sent – How often the report is sent.
- Format – The file format of the report (CSV or PDF).
- Search Params – The search parameters for this report.
Note: Scheduled reports will be available to download for 7 days.