Manage organization schedules

As a Sigma admin, you have access to view and manage an organization-wide list of scheduled reports directly from the Admin Portal.

You can also manage exports for a specific workbook, or those that you own. See Manage scheduled exports.


  • The complete list of organization schedules is only available for organization Admins. See User roles.

View and manage organization schedules

To view your organization's schedules:

  1. Click the user menu in the top toolbar.

  2. Select Administration from the dropdown menu.
    The Admin Portal opens.

  3. Select Scheduled Exports to see a list of all scheduled exports for your organization.

    You can search for a specific schedule by workbook name, filter by attachment, destination, and export conditions, or sort columns to locate the scheduled export you want to manage.

    Scheduled exports page in the admin portal, showing several scheduled exports with column headers Document, indicating the workbook name, Last updated by with usernames, Summary with the export title, Frequency, Recipients, and a more menu.

Delete a schedule

  1. Locate the schedule that you want to delete.

  2. Click the more menu More menu, 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 admin portal, go to the Scheduled Exports tab.
  2. Select the checkbox next to each schedule that you want to delete, or select the checkbox in the column header row to select all visible scheduled exports.
    Scheduled exports admin page with 2 scheduled exports selected.
  3. Click Delete to delete the selected scheduled exports.
  4. Click Confirm.

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.