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DocumentationAnalyticsTools Guide

Manage scheduled workbooks

Last update: Mon Jun 23 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

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  • User

You can schedule a workbook for sharing through email or by exporting to a cloud destination, as described in the following articles:

The following sections describe how to manage workbooks after they are scheduled:

View and manage scheduled workbooks

You can view and manage all scheduled workbooks in the Workbooks tab.

  1. Select Schedule in the Report Builder hub

  2. Select the Workbooks tab. You see a list of all scheduled workbooks.

    Scheduled workbook {modal="regular"}

    You can hover over the icon to see the status of a scheduled workbook.

    Use Search to search for specific scheduled workbooks.
    Use ColumnSetting to define which columns to show.

  3. Select one or more workbooks.

    Schedule workbooks selected {modal="regular"}

    The following options are available:

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2
    Option Description
    Edit Edit the schedule for a selected workbook.
    History Show the history of selected workbooks.
    Pause Pause the schedule of selected workbooks.
    Play Resume the schedule of selected workbooks.
    Download Download the selected workbook into a new workbook.
    Delete Delete the schedule of selected workbooks.

History and status of scheduled workbooks

You can view the history and status of scheduled workbooks in the History tab.

  1. Select Schedule in the Report Builder hub.

  2. Select the History tab. You see a list of all scheduled workbooks.

    Scheduled history {modal="regular"}

    Use Search to search for specific workbooks in the list.
    Use ColumnSetting to define which columns to show.

    The History tab allows you to review the status of each scheduled task. A separate row documents the status change for each scheduled task.

    • A CheckmarkCircleGreen indicates that the workbook was sent successfully.
    • A AlertRed indicates that an error occurred.

Alternatively, you can select History for one or more selected workbooks in the Workbooks tab. This action shows the History tab with a list filtered by your selection. Select CrossSize75 to remove a filter.

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