Benefits of scheduling reports

1. Consistency: Timely and consistent delivery of reports at regular intervals.
   
2. Improves decision-making: Accurate data is shared with the stakeholders that helps with decision-making.
   
3. Reduces time consumption and errors: Minimizes the time spent on repetitive tasks and the mistakes caused by manual intervention. 
   
4. Collaboration: Ensures that all the respective stakeholders have access to the same accurate data, helping with transparency and collaboration.
   

Permission Required
User profiles with the manage reports and dashboards permission can schedule reports..

To schedule a report

1. Navigate to the Analytics module, then click Reports.
   
2. Click the + icon and choose Schedule Report.
   
   Alternatively, click the Add report drop-down from the top-right and select Schedule Report.
   
3. On the Schedule Report page, do the following:
1. Provide a schedule name, date, time, and repeat duration.
   
2. Select a report, column, and time period of the report.
   
3. Select either Excel, PDF, or CSV as the format. 
   
4. Enter the sender email address. 
   
5. Enter the agent names to share the reports with.  
   
4. Click Submit.

Note

1. You can create a maximum of 100 schedule reports at a given time.
   
2. You can add a maximum of 20 recipient email addresses separated by commas.
   
3. You can switch to 'All Departments' to schedule global reports.