This feature includes filters for client, status, and frequency, a search bar for quick navigation, checkboxes for bulk actions, and direct options to edit, pause, or remove schedules.
​

Step 1: Navigate to the Reporting section in the left-side menu.

Step 2: Click on the Scheduled tab at the top of the screen.
​

Here, you have the option to search or filter by client, status, or frequency to get a comprehensive overview of all your scheduled reports.
​

You can easily select multiple reports at once to edit, pause, or delete schedules in just a few clicks. Please note that the Bulk Actions button will only appear after you have selected at least one report
​

How to Perform Bulk Actions:
1. Select (tick) the reports you want to update.

2. Click on Bulk Actions at the top right of the page.
​

​

3. Choose from the following available options:
​
​Schedule Date Frequency
​(Modify the frequency of scheduled reports)
​

​Pause/Resume Schedules
​(Temporarily stop or restart report scheduling)
​
​

Assign Sender

(Change the sender associated with the scheduled reports)
​
​

​Set Date Range
​(Adjust the reporting period for scheduled reports)
​

Users can remove report schedules directly from the overview page (via the more options list), but not as a bulk action.
​
​

Users cannot create new schedules directly from the overview; you need to go to the main Reports section for this action.
​
If you have any further questions, please let us know!
​

​

​

​

​
​

​
​