Admin-managed scheduling

Admin-managed schedules give organization admins the ability to control how frequently users can schedule Reports and dataset refreshes. This helps ensure that Report and dataset refresh scheduling aligns with system performance, cost-efficiency, and data governance goals.

How it works

For Admins

Admins can define a maximum allowed schedule frequency for all users in their organization. This setting prevents users from scheduling Reports more frequently than allowed.

How to set schedule frequency

  1. Go to Workspace settings → Schedules → Frequency Settings.

  2. Set the Schedule Frequency Settings. You can choose to Allow all cadences, or set the most frequent refresh cadence as Hourly, Daily, Weekly, or Monthly.

    There is no default restriction unless specified by an admin.

Schedule Frequency settings

For Users

When scheduling a new Report or dataset, users will only be able to select scheduling frequencies that comply with the admin-defined policy.

A new schedule modal showing all refresh cadences more frequent than weekly as greyed out.

When editing an existing schedule on a Report or dataset

Even after an administrator sets a workspace-level frequency policy, existing schedules will not be impacted, regardless of whether they comply with the new policy.

Any modification to a current schedule will necessitate adherence to the workspace policy regarding schedule intervals.

An existing schedule modal opened