Overview
This article explains how to manage or delete scheduled reports within the custom reports section. After adding a scheduled monthly report, you can further manage it through the Scheduled Reports tile on the reporting page. Managing scheduled reports allows you to:
edit the report name
update or remove recipient email addresses
change the frequency of the report (daily, weekly, or monthly)
download reports directly from the page
delete reports when they are no longer needed.
Example:
For instance, if you have a scheduled monthly report summarising new hires' progress in Appical, you might want to change the frequency to weekly during a busy quarter and add or remove new team members as recipients. This ensures that the right people stay informed with the latest updates as frequently as needed.
📌 Note:
Please note that while you can modify the report's name, recipients, and scheduling frequency, it is not possible to edit the actual content of the saved report.
To stop receiving a report and more people are receiving it, simply remove your email address from the recipients' list so that other reports still can receive the emails.
Steps to Manage or Delete Scheduled Reports
→ Access the Scheduled Reports Section
Go to the Reporting page.
Click on the Scheduled Reports tile.
Here, you will see the following details:
Name: The name of the report.
Scheduled: Frequency of the report (daily, weekly, monthly).
Report Type: Type of the report (Group Report or Custom Report).
Recipients: Email addresses receiving the report.
Last Time Run: The last time the report was sent.
Run By: The number of times the report has been sent.
Options: The option to edit, download, and deleting the report.
→ To Edit a Scheduled Report
Click on the pencil icon next to the report you want to edit.
Update any of the following:
Name: Enter a new name for the report.
Recipients: Add or remove email addresses.
Frequency: Select daily, weekly, or monthly.
Click Save to apply changes.
→ To Download a Scheduled Report
Click on the download icon next to the edit icon from the desired report.
Wait for the file to process and download to your desktop.
→ To Delete a Scheduled Report
Click on the delete icon next to the download icon from the desired report.
Confirm the deletion when prompted.
This action will stop all future email deliveries of the report.
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