How to Change the Export Type, Frequency, or Timeframe of a Scheduled Report How to Change the Export Type, Frequency, or Timeframe of a Scheduled Report

How to Change the Export Type, Frequency, or Timeframe of a Scheduled Report

1️⃣ Navigate to the Report Scheduler

📍 Go to: Reports tab > Report Scheduler


2️⃣ Locate the Scheduled Report

🔹 Find the report under "Manage Scheduled Reports".


3️⃣ Edit the Export Type, Frequency, or Timeframe

🔄 Click on the "Export", "Freq.", or "Timeframe" button.
📝 Enter or select the new value.


4️⃣ Confirm the Changes

✔️ Click the blue tick (✔️) button to save the update.



⚠️ Important Notes

  • If you need to change the occurrence or schedule triggering, disable the existing report and create a new one (this part is currently not editable).
  • Changes will apply to future scheduled reports only and will not affect past reports.