Admin access 

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. 

Screen_Shot_2022-07-15_at_9.50.03_AM.png

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.

Screen_Shot_2022-07-18_at_11_20_34_AM.jpg

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

The edited scheduled report will send to recipients at the next send window for the configured frequency.

Screen_Shot_2022-07-18_at_11.33.42_AM.png

Was this article helpful?
0 out of 0 found this helpful