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Here are the available actions when configuring the Scheduler:
- Edit - To Perform this action to modify the Scheduler information after configuration, click. Click the icon to make the changes and click Update when done.
- Send Now - To preview and verify if the snapshot to be sent is correct, click the Send Now button and it will be sent immediately.Click the
- Send To Me - To Click the send the snapshot to the email of the user who is currently logged in to the app, click the.. You can use this to preview the report before sending it to your clients or team.
- Delete - To delete the scheduler, click theYou can delete a scheduled report by clicking the and click Confirmthe Confirm button on the prompt.
How to stop sending the reports
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- Go to the Shared Dashboard screen, then to Snapshot.
- Scroll down to the Scheduled section.
- Delete the set records by clicking the Trashbin icon corresponding to the report for deletion.
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