Scheduled projects

Last update: October 4, 2024

CREATED FOR:

  • User

Scheduled Analysis Workspace projects can be managed in Customer Journey Analytics using Components > Scheduled projects.

In Scheduled Projects, you can edit and delete recurring project schedules. The Scheduled project list shows the items that a specific user has created. If the user account is disabled in the application, all scheduled deliveries will stop.

Scheduled projects interface

Scheduled project list

The Scheduled projects list ➊ displays columns for:

ColumnDescription
SelectBox When one or more scheduled projects are selected, a blue action bar appears at the bottom of the Scheduled Projects interface. See Actions for more details.
Star Select to favor Star or un-favor StarOutline a scheduled project.
Schedule IDAn ID that is used mainly for debugging purposes.
Name

Name of this project.
Select InfoOutline to see more details for the scheduled project.
Select More to open a context menu. From this menu you can:

  • Delete Delete a scheduled project.
  • Labels Tag a scheduled project.
  • CheckmarkCircle Approve a scheduled project.
  • FileCSV Export CSV: Export a scheduled project to a CSV file.
OwnerThe person who created and owns the project.
Tags(optional) Tagging is a good way to organize projects. All users can create tags and apply one or more tags to a project. However, you can see tags only for those projects that you own or that have been shared with you.
Delivered toThe recipients of this scheduled project.
Expiration dateYou can set the expiration date to up to one year, regardless of schedule frequency.
FrequencyHow often you want to have this schedule project sent to one or more recipients.
Execution TimeAt what time of day this scheduled project gets sent.
Number of QueriesThe number of queries against this project.
Longest Date RangeThe longest date range defined for the scheduled project. This value might be relevant to investigate performance issues. See Reporting Activity Manager for more information.
Number of queriesThe number of queries executed for the scheduled project. This value might be relevant to investigate performance issues. See Reporting Activity Manager for more information.

You can use ColumnSetting to configure which columns to display.

Search for a scheduled project using Search . You can also see if any filters are applied from the Filters panel. To remove a filter, select CrossSize75 for a filter. To remove all filters, select Clear all.

To edit a scheduled project, select the title of the scheduled project. Use the Edit scheduled project dialog to update the schedule details.

Edit scheduled project

Select Update to update the schedule.

Actions

The following are common actions in the Scheduled Projects manager. You can select actions from the context menu or from the blue action bar when selecting one or more scheduled projects.

IconActionDescription
Close x selectedSelect to unselect your selected scheduled projects.
Delete DeleteDelete the selected scheduled projects for the project; the projects are not deleted.
Labels TagTag the selected scheduled projects. In the Tag Scheduled projects select tags and select Save to save.
CheckmarkCircle ApproveApprove the selected scheduled projects.
FileCSV Export to CSVExport the selected scheduled projects to a file named Export Scheduled Projects List.csv.

Filter

You can filter the scheduled projects Scheduled Project list using the filter panel ➌. To show or hide the filter panel use Filter .

The filter panel consists of the following sections.

Tags

TagsDescription
Tags

The Tags section lets you filter on tags.

  • You use Search Search Tags to search for tags you want to use to filter.
  • You can select more than one tag. The tags available depend on selections made in other sections in the filter panel.
  • The numbers indicate:
    • 7︎⃣: The number of scheduled projects associated with the specific tag.