Edit scheduled report

 Requirements

Dialogue Properties: Access to all properties | Permissions: Reporting CCPA / TCFV2 / USNat

Scheduled reports allow you to configure a campaign performance report based on configurable criteria that will be emailed to users in your organization at a specific cadence. In this article, we will cover how to edit the criteria used for an existing scheduled report.

Click Reporting on the left-hand panel and select Scheduled Reporting from the menu. 

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The subsequent page includes all previously configured scheduled reports in your Sourcepoint account. Navigate to an existing report and click the Edit icon inline with the scheduled report name.

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Use the subsequent page to edit the configuration of the report. Click Run this report when finished.

The edited scheduled report will send to recipients in the next delivery window.

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