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@nastasha-solomon nastasha-solomon commented Jan 8, 2026

Summary

Updated docs for scheduled reports as follows:

  • Adds docs for the enable, edit, and delete schedule options. Also updated the description for the disable schedule option.
  • Added a line to the end of the steps for creating a scheduled report that lets users know about the search bar added to the Schedules page in 9.3.
  • Updates the applies_to tags for the "Schedule and share reports" section.

This PR fixes the following issues:

Generative AI disclosure

  1. Did you use a generative AI (GenAI) tool to assist in creating this contribution?
  • Yes
  • No

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github-actions bot commented Jan 8, 2026

Vale Linting Results

Summary: 1 suggestion found

💡 Suggestions (1)
File Line Rule Message
explore-analyze/report-and-share/automating-report-generation.md 269 Elastic.WordChoice Consider using 'deactivate, deselect, hide, turn off' instead of 'Disable', unless the term is in the UI.

The Vale linter checks documentation changes against the Elastic Docs style guide.

To use Vale locally or report issues, refer to Elastic style guide for Vale.

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github-actions bot commented Jan 8, 2026

🔍 Preview links for changed docs

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@js-jankisalvi js-jankisalvi left a comment

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looks good 👍

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@natasha-moore-elastic natasha-moore-elastic left a comment

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Left a couple of non-blocking comments, LGTM!

Comment on lines +270 to +274
- {applies_to}`stack: ga 9.3+` Disabling a schedule allows you to keep a record of it on the **Reporting** page, but permanently turns the schedule off. To restart a disabled schedule, select **Enable schedule**.
- {applies_to}`stack: ga 9.1-9.2` Disabling a schedule allows you to keep a record of it on the **Reporting** page, but permanently turns the schedule off. To restart the schedule, you must create a new one.
- {applies_to}`stack: ga 9.3+` **Enable schedule**: Turn a disabled schedule back on.
- {applies_to}`stack: ga 9.3+` **Edit schedule config**: Modify an existing schedule.
- {applies_to}`stack: ga 9.3+` **Delete schedule**: Permanently stop a schedule and remove the schedule's record from the **Reporting** page. You can't recover a deleted schedule.
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I feel like the number of labels we need to use here could be visually overwhelming. This might be a good use case for applies-switch?

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I went back and forth on this too. I'll try the applies to switch and see if it's less visually overwhelming.

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I went back and forth on this too. I'll try the applies to switch and see if it's less visually overwhelming.

- **Disable schedule**: {applies_to}`stack: ga 9.1+` Disabling a schedule allows you to keep a record of it on the **Reporting** page, but permanently turns the schedule off. To restart the schedule, you must create a new one.
- **Delete schedule**: {applies_to}`stack: ga 9.3+` Deleting a schedule permanently stops it and removes the schedule's record from the **Reporting** page. You can't recover a deleted schedule.
To manage a scheduled report, you can take the following actions from the **Schedules** tab on the **Reporting** page:
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This sentence refers to managing "a scheduled report" but the listed actions are about managing schedules themselves. Should the intro say "To manage a schedule" instead?

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Yeah, good catch!

Co-authored-by: natasha-moore-elastic <137783811+natasha-moore-elastic@users.noreply.github.com>
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5 participants