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How can you remove a recipient from a reporting Schedule in Product Analytics?
  • 22 Aug 2024
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How can you remove a recipient from a reporting Schedule in Product Analytics?

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Article summary

Whatfix enables you to remove a recipient from the reporting Schedule you’ve created. You may want to remove a recipient from the Schedule if they’re not part of the organization anymore or if they don’t want to be sent any reports.

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Currently, Whatfix enables you to schedule only Trend Insight reports.

Use the following steps to remove a recipient from the reporting Schedule:

  1. On the Whatfix Analytics dashboard, click Insights.
    ia_left%20nav_insights
  1. Click the Trend Insight for which you want to edit the Schedule.

    select_trend_insight_to_schedule
  2. Click Schedule.

    ei_click_schedule
  3. Click the existing Schedule.

    click_existing_schedule
  4. Under Recipients, hover your cursor over the email ID of the recipient you want to remove, and then click the Clear icon.

    clear_recipient_name
  5. Click Save schedule.

    ei_save_schedule

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  • The recipient is removed and they don’t receive the report.

  • If you have the recipient added to more than one Schedule for a particular Trend Insight report, removing the recipient from one Schedule does not impact the other Schedules.


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