Updated on July 1, 2025

Scheduling

Estimated reading: 2 minutes

The interface for scheduling reports allows users to define a schedule for sending synthesis reports (A) and leads report (B).

Dashboard

The dashboard contains the reports that have been scheduled by you and the other users belonging to the same contract.

The “Active” column (C) indicates the report’s status. If the report’s status is active, it will be sent according to the schedule. If the report’s status is inactive, it is kept in the list of reports, but will not be sent, even if a schedule has been created.

Scheduling table

The following actions can be performed on existing reports:

  • Updating a scheduled report (D)
  • Deleting a scheduled report (E)
  • Read a report that has been scheduled by another user

Only administrators are permitted to modify reports that have been scheduled by other users. Managers have read-only access to the report delivery schedule.

Tip: to find your reports faster, you can sort by the “Creator” column. You can also sort the list with the following columns: Name, Description, Creation date, Modification date and Active.

Naming reports

A user is not allowed to create two reports with the same name. However, two users belonging to the same contract can both create a report with the same name.

Special cases : deleting a scheduled report

  • When a user deletes a scheduled report: if the user had created a list of recipients from the report creation interface, that list will still be saved in the interface for managing recipient lists. The list can be edited and reused for scheduling other reports.
  • A report may also be automatically removed after deleting the user who created that report. In this case, the recipient list created by that user will also be deleted.

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