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 should be generated in the Repeat every field, such as every 2 weeks. Choose the day(s) you want to receive the report in the On field, and set the time of day for the export. Additionally, you can decide to include data from a previous period by adjusting the With data from previous setting. These options allow you to tailor the report schedule to fit your team's needs.
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…
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…
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…
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,…