How can you edit a reporting Schedule in Product Analytics?

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:

2. Click the Trend Insight for which you want to edit the Schedule.

   

3. Click Schedule.

   

4. Click the existing Schedule.

   

5. Make the necessary changes. For more information, see Schedule a Trend Insight.

6. Click 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.