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.


Weekly Digest of the Help Desk Report


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


To schedule reports over email:


Step 1: Navigate to Reports in your help desk account.


Go to Reports on your Help Desk dashboard


Step 2: Locate the Schedule Report option on the left panel.


Open Schedule Report


Step 3: Click New Report to schedule a report.


Click the button to schedule a new 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.


Note: You can enter multiple email addresses where you wish to receive updates.


Configure your report


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.


Scheduled Reports List



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