Manage organization schedules

If you are assigned the Admin account type, you can view and manage an organization-wide list of scheduled reports in the Administration portal.

You can also manage exports for a specific workbook, or exports that you own or receive. See Manage schedules for a workbook or Manage your scheduled exports and subscriptions in Manage scheduled exports.

Requirements

• The complete list of organization schedules is only available for users assigned the Admin account type.

View and manage organization schedules

To view your organization's schedules:

1. Open the Administration portal.
2. Go to Exports and select the Scheduled exports tab to see a list of all scheduled exports for your organization.
3. (optional) Search for a specific schedule by entering the name of the export schedule in the search bar.
4. (optional) Select the filter icon to filter by attachment, destination, export conditions, and run status, or export status.

The following information is available about your organization's scheduled exports:

Delete a schedule

1. Open the Administration portal.

2. Go to Exports and select the Scheduled exports tab.

3. Locate the schedule that you want to delete.

4. Click More, then click Delete.

   The schedule is deleted.

Delete scheduled exports in bulk

You can select multiple schedules to delete at the same time.

1. In the Administration portal, go to Exports and select the Scheduled exports tab.
2. Select the checkbox for each schedule that you want to delete, or select the checkbox in the column header row to select all visible scheduled exports.
3. Click Delete to delete the selected scheduled exports.
4. Click Confirm.

Pause a schedule

To pause an active scheduled export:

1. In the Administration portal, go to Exports and select the Scheduled exports tab.
2. Select the checkbox for each schedule that you want to pause. You can select multiple scheduled exports at a time, but they must all be Active.
3. Select Pause.

Retry running a schedule

If your scheduled export is active (not paused or suspended) and has a Last run status of Error, you can try rerunning the schedule:

1. In the Administration portal, go to Exports and select the Scheduled exports tab.
2. Select the checkbox for each schedule that you want to retry. You can select multiple scheduled exports at a time.
3. Select Retry.

Edit or view a schedule

To edit or view a specific scheduled export for a workbook, select the workbook name to open the workbook. See Manage schedules for a workbook.

Use AI export schedule names

For all organizations that have an AI provider assigned, Sigma uses AI to generate export schedule names based on your export attachment name, export destination type and format, and set conditions. These names are visible when viewing all your or your organization's scheduled exports in Sigma, and do not affect the contents of the export itself.

Organizations without an AI provider assigned will use default names, based on export destination, attachment name, and format type.