How can you edit a reporting schedule in Enterprise Insights

Whatfix enables you to edit a reporting schedule after creating it. Edit an existing reporting schedule when it expires or 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

Note

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 report in EI.

6. Click Save schedule.

   

Info:

• The schedule gets updated and the reports are sent according to the updated schedule.

• Once you save the schedule, it becomes active by default and is denoted by the Active label. The reports are sent from the time the schedule becomes active.