Viewing a Schedule

Once you have created schedules, you can view and manage them in the "Schedules" section. This section provides a list of all your active and inactive schedules, along with key details.

Schedule List

The schedule list displays the following information for each schedule:

  • Name: The name you assigned to the schedule (if applicable).
  • Report/Dashboard/Email: The item that is being scheduled.
  • Type: The schedule type (Once, Daily, Weekly, Monthly, Quarterly).
  • Next Run: The date and time of the next scheduled delivery.
  • Status: Whether the schedule is currently active or inactive.

Viewing the schedule list in DataReportive

Schedule Details

Clicking on a schedule in the list will open a detailed view. This view provides comprehensive information about the schedule, including:

  • The scheduled item (report, dashboard, or email template).
  • The schedule type and specific delivery times/dates.
  • The selected export options.
  • A list of recipients (users and groups).
  • The status of the schedule (active/inactive).
From this detailed view, you can also typically edit or delete the schedule.