How to Schedule WFM Report Exports in Zendesk
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 the Reports page by hovering over the reports icon in the navigation bar and clicking on Reports. Choose the report template you wish to export or create a new one. Click the Scheduled exports icon in the upper right corner, then click the plus sign (+) icon. Alternatively, you can hover over the report template, click the three dots icon, and select Schedule CSV export. Enter a unique Schedule name, select the recipients, and set the date, time, and data range for the export. For recurring exports, enable the Recurrent schedule setting and specify the frequency, day(s), and time for the report. Once done, click Schedule to finalize.
More related questions
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…
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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