Scheduled reports let you track how your helpdesk is doing without logging in. As an Administrator/Supervisor, you can schedule your custom reports to regularly receive them as PDFs OR CSVs in your inbox. Schedule reports for yourself and anybody who is a part of your helpdesk, i.e., any non-deleted contact (agent or customer). However, you can schedule reports only if you have Edit access.
A quick guide to scheduling reports:
- Login to your Freshdesk account as an Administrator/Supervisor
- Go to Analytics and select your custom report
- Click on the Export icon near the Present icon and click on Schedule Report.
To configure a schedule, click on the 'New Schedule' button.
You can decide the cadence (Daily, Weekly, or Monthly) in which you want to receive these reports. Customize the delivery time, Subject, and Description to suit your business.
Under Send to, you can add the recipient's email addresses (even if they are non-Freshworks users) and press Enter.
Click Save.
You can configure multiple schedules for the same report at different time intervals and to different individuals.
- Click the ‘Schedule’ button to edit or deactivate the schedule using the ‘Active’ toggle.
- Click on Save once you’ve made the required changes.
You can create new schedules by clicking the '+New Schedule' button in the top right corner. View all your Schedules from the Analytics home page by clicking the Settings icon in the top right corner --> Schedule.
You’ll be able to view the list of schedules along with their Frequency, Recipients, and Status. You can edit or delete a schedule by hovering over the corresponding row item.