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How do I delete or manage scheduled Insights reports and dashboard emails?

Becca
  • Edited
Zendesk team member

professional enterprise plans

Question

How do I delete or manage scheduled Insights reports and dashboard emails?

Answer

  1. Click the Reporting icon () in the sidebar then select the Insights tab.
  2. Click the GoodData link.
  3. Select Manage > Emailing Dashboards. In this menu, you will have the option to edit or delete existing scheduled dashboard emails. 

 Please see Insights email schedules: Global vs Private for more information. 

 

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9 Comments

  • Christopher Rehn

    Hello! =)

    For some reason, I am only able to delete or create new scheduled emails. I am registered as a full administrator. What setting might be missing to allow me to edit these?

    1
  • Nicole S.
    Zendesk Community Team

    Hey Christopher - 

    Are the dashboards you're trying to edit private or global schedule? 

    I ask because if they're private, you can't edit them, they have to simply be deleted and new ones created. 

    -1
  • Christopher Rehn

    Hello Nicole,

    I am unsure what you mean by "global schedule", however they are indeed public and not private if this is what you are referring to?

    2
  • Nicole S.
    Zendesk Community Team

    Hey Christopher - 

    Apologies for the wording confusion. It sounds like this might be something we need to take into a ticket to resolve; look for an email from me shortly. 

    -1
  • Christopher Rehn

    Hello Emily,

    Thank you! In this case, it is indeed a private schedule since I send it to select members of our staff only. I shall simply continue to delete and recreate the schedule when need be. Thank you for your reply!

    0
  • Shahdy

    Is there a way to view the existing values of "Copy Emailed to" for a Private Schedule?  I simply want to add an additional person to the existing schedule.  As noted in earlier comments we can only do this by deleting and recreating.  But I can't accurately recreate if I don't know who's on the existing.  If you have more than one person currently the in "Copy Emailed to" field the remaining recipients are cutoff. 

    0
  • Brett Bowser
    Zendesk Community Team

    Hey Shahdy,

    As mentioned in our Sharing reports in Insights article you should see a list of emails under the Copy Emailed To Column.

    It's odd that you can only see one email address listed here. Any chance you can provide a screenshot of exactly what you're seeing on your end?

    Thanks!

    0
  • Shahdy

    Example is below, the "Copy Emailed to" can't be widened and it only shows like 1.5 email addresses.  I hadn't noticed that if you hover you can see the entire list.  This at least gets me to knowing what's there, just still inconvenient.

    • Would be best if we can just edit the existing list if we need to add / remove a person.
    • As per the article, needing to delete and recreate would be easier if the list was shown in full and you could copy the list.
    • As is, we need to hover, take a screenshot of the entire list, and then retype them all.

     

    0
  • Brett Bowser
    • Edited
    Zendesk Community Team

    Thanks for sharing Shahdy!

    Glad you were able to at least get the full list by hovering.

    Since Insights is an integration created by GoodData, we're rather limited on what changes we can make with their product.

    You may want to take a look at the Explore product to see if that better fits your needs. If this is something you're interested in, let me know and I can get you in touch with your Account Executive.

    Thanks!

    0

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