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How can you edit a reporting Schedule in Product Analytics?
  • 21 Aug 2024
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How can you edit a reporting Schedule in Product Analytics?

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Article summary

Whatfix enables you to edit a reporting schedule after creating it. You may want to edit an existing reporting Schedule when it expires or if you want to add or remove a recipient.

Make the following changes to an existing Schedule:

  • Update the name of the Schedule

  • Add or remove recipients

  • Change the scheduling condition

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

Use the following steps to edit a 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. Make the necessary changes. For more information, see Schedule a Trend Insight.

  5. Click Save schedule.

    ei_save_schedule

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  • The Schedule gets updated, and the reports are sent as per the updated Schedule.

  • Once the Schedule is saved, it is made active by default and denoted by the Active label. The reports are sent from the time the Schedule becomes active.

    active_report_schedule


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