Editing or Deleting Scheduled WFM Report Exports
Can I edit or delete a scheduled WFM report export?
Yes, you can edit or delete a scheduled WFM report export in Zendesk. This allows you to make changes to the schedule or remove it entirely if it's no longer needed.
To edit or delete a scheduled report export, go to the Reports page by hovering over the reports icon and clicking Reports. Find the report template with the scheduled export you want to modify, indicated by a schedule icon next to its name. Click on the report, then in the Scheduled CSV exports sidebar, click the three dots icon. Choose Edit to make changes and click Schedule to save them. To delete, select Delete and confirm by clicking Delete template.
More related questions
How do I schedule a WFM report export in Zendesk?
Scheduling a WFM report export in Zendesk is a straightforward process. You can set up your reports to be sent automatically via email in CSV format, either as a one-time export or on a recurring schedule. To schedule a report export, navigate to…
What options are available for scheduling recurring WFM report exports?
When scheduling recurring WFM report exports in Zendesk, you have several options to customize the frequency and timing of your reports. To set up a recurring report, enable the Recurrent schedule setting. You can then specify how often the report…
How do I select recipients for a scheduled WFM report export?
Selecting recipients for a scheduled WFM report export in Zendesk ensures that the right team members receive the necessary data. When setting up a report export, you can choose who will receive the CSV file by entering their names in the…
What happens after I schedule a WFM report export?
After scheduling a WFM report export in Zendesk, you can easily track when the next report will be generated. Once a report export is scheduled, a schedule icon appears next to the report template's name in the sidebar. By hovering over this icon,…
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