How to Schedule Help Desk Reports Over Email
Scheduling reports is a hassle-free way to receive updates about your ProProfs Help Desk account without logging in. You can receive updates on users, agent inboxes, and child ticket users at a frequency of your choice.
Here’s what the weekly digest of the help desk report would look like.
By scheduling reports, you can:
Track events related to the help desk at a frequency of your choice
Configure and receive reports for specific users, inboxes, or child ticket users
Update yourself or any other user part of your help desk at a scheduled frequency
Step 1: Navigate to Reports in your help desk account.
Step 2: Locate the Schedule Report option on the left panel.
Step 3: Click New Report to schedule a report.
Step 4: Here, you can configure your report:
Enter the report name.
Select the report type:
(i) Inbox- To receive updates about specific ticket types. E.g., support.
(ii) User- To monitor your team member’s performance assigned a specific role.
(iii) Child ticket users- To track user data handling child tickets
Modify section- Select/deselect inbox or user in this column to include in your report.
Selections- View the selected options. You can remove any report type by clicking “X.”
Choose the frequency and enter the recipient’s email address in the space provided.
Click Save to confirm the scheduling. You can Preview the report or even send a test email to check.
Once you’ve scheduled a report, it will appear like this. You can edit it by clicking the three vertical dots or the kebab menu icon under Action. You can turn off the active status of any report and make other changes as well.