How to View/Update Recipients & SFTP Integration for 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 Open the Recipient & SFTP Settings

👤 Click the blue user button to the right of the report.

4️⃣ Make Updates

✉️ Add or remove recipients for the scheduled report.
🌐 Add or remove an SFTP integration (if applicable).

5️⃣ Confirm Changes

✔️ Click "Update" to save the changes.

⚠️ Important Notes

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