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:
- On the Enterprise Insights dashboard, click Insights.
Click the Trend Insight for which you want to edit the Schedule.
Click Schedule.
Click the existing Schedule.
Make the necessary changes. For more information, see Schedule a Trend Insight report in EI.
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.
