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Financial reports and planning

Pause or end a saved-report schedule

Stop future automatic work through the schedule's own management controls.

Updated 2026-11-11

Use Pause schedule when generation should stop temporarily, or End schedule when the schedule should no longer continue. Current company management access is required. These actions remain available under the conditions described by the workspace even when new authorization is unavailable.

Open the schedule and review its status, next run and generation history before acting. Pause it before changing settings. This keeps a fixed authorized calendar from being altered while it continues to run under earlier assumptions.

Pausing or ending a schedule does not erase previously generated runs or configuration history. Those records remain useful for understanding what was attempted and which report version was used. Inspect any outstanding or unreviewed run separately.

After the action, confirm the saved schedule status rather than relying only on the button click. If confirmation is pending, retry the retained original request before making another change. Keep the reason for stopping the schedule clear so another administrator can understand whether it should be revised, resumed through the available controls or left ended.

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