Table of contents

• Introduction
• How to edit a report schedule

Introduction

After you have created a Report Schedule, you might want to make changes to it. This section explains how to enter edit mode and make changes, ensuring that your report schedules remain accurate and relevant to your needs.

After a report schedule is created, some components remain editable, including:

• Title

• Internal ID

• Description

• Any schedule fields that were defined when the report schedule was created. 

Want to read more about what a Report Schedule is? Read this article: link

How to edit a report schedule

1. Click "Options"
   On the Report Schedule page, click Options in the top right to open the dropdown menu.
   
   

2. Select "Edit"
   In the dropdown menu, select Edit. The report schedule fields will enter edit mode.
   
   

3. Edit the Fields
   Update any editable fields with the desired information. Note that fields populated from the data (not manually entered) cannot be edited, and all required fields must remain filled.
   

4. Save Changes
   Click Save Changes in the bottom right. If any required fields are empty, you will not be able to save. Make sure all required fields are completed before saving.