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How to View/Update the Recipients/SFTP Integration of a Scheduled Report

Updated

Navigate to your Reports tab > Report Scheduler

STEPS:

  1. Find the desired report under Manage Scheduled Reports.

  2. Click on the blue user button to the right of the report.
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  3. Add or remove recipients.

  4. Add or remove an SFTP.

  5. Confirm the changes by clicking Update.

Note: For changes related to the occurrence and schedule triggering, please disable the existing report schedule and create a new one as this part is currently not editable.

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