Can I view and edit my scheduled reports?
Yes, you can.
To edit a scheduled report:
- Go to the last section under Reports, called Scheduled Reports
- Hover over a report, at the right, select the pencil button
- You can add or delete the recipients of the report
- Also, you have the option to change the message with the report, along with the rest of the settings like Date range, frequency, time, and format (.pdf and .png).
To delete a scheduled report:
- Go to the last section under Reports, called Scheduled Reports
- Hover over a report, at the right, select the delete button
- You'll get a prompt confirm your choice to delete the reportZoho CRM Training Programs
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