Scheduled reports

  • Last update on March 12th, 2025

Scheduled reports” refer to reports users have subscribed to, reports they have scheduled, or scheduled reports that have been shared publicly with all operators in an organization. 

This section outlines how to access the scheduled reports area, how to define the tabs in the schedules reports area, and how to manage scheduled reports.  

They can be accessed from the sidebar, by clicking on “Scheduled”.

Scheduled reports are divided into three types: 

  • My subscriptions 
  • Scheduled by me 
  • Public

My subscriptions

The “My subscriptions” page displays scheduled reports where you are one of the recipients. 

Scheduled by me 

The “Scheduled by me” section displays the reports they have scheduled.

Scheduled by me” reports provide users with additional functionalities: “Delete” (also available in custom reports) and “Edit”. Simply select the report to access these actions.

Public reports

The “Public” section allows users to access the scheduled reports that have been shared publicly to all operators in their organization. This includes public “Scheduled by me” reports. 

Tenant Admins have the ability to select reports created by other operators for editing or deletion. Doing so will also update the “Last updated by” column to reflect the User Principal Name of the most recent user who made changes.

 

Common functionalities

Functionalities for scheduled reports include:

  • Edit functionality ("Scheduled by me" only unless you are a Tenant Admin)
  • Schedule report functionality
  • Delete functionality ("Scheduled by me" only unless you are a Tenant Admin)
  • Duplicate functionality 
  • View functionality
  • View schedule details