What administrators can do

As an administrator, you can view, edit and delete every scheduled report on the account, including reports you didn't create.

Each report still belongs to the profile that created it. Ownership can't be transferred, and if that profile is deleted, its reports are deleted too.

Managing reports

View all scheduled reports

Go to the Scheduled Reports page and tick the box to view all. You'll see every scheduled report on the account, not just your own.

Edit a report

1. Open the Scheduled Reports page, with view all ticked if the report isn't yours.
2. Select the three dots on the right-hand side of the report.
3. Select Edit.
4. Make your changes, then select Save.

You can change a report's name, frequency, send time and recipients. The report parameters can't be edited. To change those, create a new report and delete the old one.

Delete or stop a report

You can either delete a report or stop its schedule. To delete a report:

1. Open the Scheduled Reports page.
2. Select the three dots on the right-hand side of the report.
3. Select Delete or Stop Schedule. 

Stopping the schedule will pause report delivery, while deleting will completley remove the report and its history. 

Common requests from users

Someone wants to stop receiving a report

Recipients can't unsubscribe themselves. Edit the report and remove them from the recipients list.

Someone needs changes to a report they didn't create

If the change is to the name, frequency, send time or recipients, you can edit the report for them. If they need different report parameters, they should create their own report, and the original can then be deleted.

Someone wants to take over a report

Ownership can't be transferred. Ask the new owner to recreate the report under their own profile, then delete the original.

Before you delete a profile

Deleting a profile also deletes every scheduled report it created. Before removing someone:

1. Open the Scheduled Reports page with view all ticked.
2. Check for reports the person created.
3. Ask someone else to recreate any reports that are still needed.
4. Delete the profile.