Here’s a quick guide on how to add or remove a recipient from a scheduled report. Check out the step-by-step instructions below for more info on this and other changes you might like to make.

Step 1 – Click to expand ‘Reports’ on the left-hand navigation and click ‘Scheduled reports’.  (Media, Reports and Tools only).

Reports navigation

Step 2 – You’ll see the full list of scheduled reports you have set up. Click ‘Edit’ next to the report you want to change or delete.

Scheduled reports
  • If you have lots of reports, you can use any of the filters on the right to find the one you’re looking for. The Report ID is a unique identifier that’s located in the footer of all scheduled email reports.
  • You can include multiple folders/topics in a single report. Add the folders in the order you want them to appear in your report. The report will de-duplicate articles between sections, based on the folder order. You can rearrange the order of the folders by dragging and dropping them.
  • You can combine content from multiple folders into a single section in your report (Tools only).

Step 3

  • Make any changes in the ‘Edit report’ overlay and click ‘Save report’.
  • Click ‘Pause report’ to temporarily halt delivery (when you want to restart it will say ‘Resume report’).
  • Click ‘Delete report’ to permanently remove the report for all recipients.
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