A guide for viewing and deleting the automated Activity Reports that you created in 1Breadcrumb.
Scheduled Reports are useful for Users who need to run daily, weekly or monthly Activity Reports and want to automate the process of customising a report and exporting it as a CSV. This guide will show you how to manage the Schedule Reports you have previously created and now want to view or remove.
💡 If you want to know how to create a Scheduled Report, click here.
Table of Contents
Requirements 🔑
Permissions: Company/Site Host with "View Reports" Permissions. If you do not have access, please contact your 1Breadcrumb administrator.
Web Portal Instructions 💻
Step 1: View Scheduled Reports
- Click on Reports from the left-hand toolbar
- From the dropdown, select My Scheduled Reports
- This menu allows you to manage all Scheduled Reports you have created
Step 2: Delete Scheduled Reports
- To remove a report, simply find the report and click the red Delete button
- From the pop-up window, select Yes
- You will now stop receiving that automated Scheduled Report
Mobile App Instructions 📱
This feature is not available on the Mobile App.
You now know how to manage all automated Scheduled Reports you have created.