Scheduling WFM report exports

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<td>Workforce Management (WFM) or Workforce Engagement Management (WEM)</td>
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<p id="docs-ai-summary-content">Schedule report exports to automatically receive workforce performance insights in CSV format. You can set exports to occur once or on a recurring basis, like every two weeks. Customize who receives the reports and adjust settings as needed. If necessary, you can edit or delete scheduled exports to keep your reporting streamlined and up-to-date.</p>
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<p class="p">With Zendesk Workforce management (WFM) reporting, you can generate reports to gain insight
into various metrics and analyze workforce performance.</p>
<p class="p">From the Reports page, admins and <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443374440090#topic_zcx_t1c_1bc" target="_blank">users with permission</a> can schedule exports of reports
and set them to generate once or on a recurring schedule. For example, you can schedule
exports to be sent every two weeks on Monday mornings. Selected users receive an email with a
link to download the report export in CSV format. </p>
<p class="p">This article contains the following topics:</p>
<div class="p">
<ul class="ul" id="topic-1__ul_dbj_hhb_1dc">
<li class="li"><a class="xref" href="#topic_ttk_hrw_qhc">Creating scheduled report
exports</a></li>
<li class="li"><a class="xref" href="#topic_eqx_jrw_qhc">Editing scheduled report
exports</a></li>
<li class="li"><a class="xref" href="#topic_vxh_25w_qhc">Deleting scheduled report
exports</a></li>
</ul>
</div>
<p class="p">Related articles:</p>
<ul class="ul" id="topic-1__ul_chr_rbw_qhc">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443363334810" target="_blank">About system WFM report templates</a></li>
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443331692698" target="_blank">About custom WFM report templates</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_ttk_hrw_qhc">
<h2 class="title topictitle2" id="ariaid-title2">Creating scheduled report exports</h2>
<div class="body">
<p class="p">Scheduling report exports allows you and your team to receive your reports
automatically.</p>
<p class="p"><strong class="ph b">To schedule report exports</strong></p>
<ol class="ol" id="topic_ttk_hrw_qhc__ol_gry_3rw_qhc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Workforce management</a>, click <img class="image" id="topic_ttk_hrw_qhc__d8e45" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/wfm_reports_folder_icon.png" width="16">
<strong class="ph b">Reports</strong> in the navigation bar, then select <strong class="ph b">Reports</strong>.</span></li>
<li class="li">Hover over the report template you want to schedule for export and click the options
menu (<img class="image" id="topic_ttk_hrw_qhc__image_hry_3rw_qhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_icon_menu_vertical.png" width="12">), then select <strong class="ph b">Schedule CSV export</strong>.
<p class="p">Alternatively, click the report template you want to schedule for export and click
the <strong class="ph b">Scheduled exports</strong> icon (<img class="image" id="topic_ttk_hrw_qhc__image_iry_3rw_qhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/wfm_calendar_icon.png" width="16">) in the upper right corner, then click the plus
icon (<img class="image" id="topic_ttk_hrw_qhc__image_jry_3rw_qhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/wfm_plus_icon.png" width="12">).</p>
</li>
<li class="li">Enter a unique <strong class="ph b">Schedule name</strong>.</li>
<li class="li">In the <strong class="ph b">Recipients</strong> field select one or more users who should receive the
report.<p class="p"><img class="image" id="topic_ttk_hrw_qhc__image_kry_3rw_qhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/tymeshift_reports_schedule_users.png" width="400"></p>
</li>
<li class="li">Configure the settings to send the report once or on a recurring schedule.<p class="p">To schedule
the report export once, set the following:</p>
<ul class="ul" id="topic_ttk_hrw_qhc__ul_lry_3rw_qhc">
<li class="li">Under <strong class="ph b">Generate on</strong>, use the date picker to select a date.</li>
<li class="li">Under <strong class="ph b">At</strong>, select the time to generate the export.</li>
<li class="li">Under <strong class="ph b">With data from</strong>, select the date range to include data from.</li>
</ul>
<p class="p"><img class="image" id="topic_ttk_hrw_qhc__image_ids_z5w_qhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/tymeshift_reporting_export_onetime.png" width="400"></p>
To schedule a recurring report, click the
<strong class="ph b">Recurrent schedule</strong> toggle to the on position, then set the following:<ul class="ul" id="topic_ttk_hrw_qhc__ul_mry_3rw_qhc">
<li class="li">Under <strong class="ph b">Repeat every</strong>, set the frequency for generating the export. For example,
every two weeks.</li>
<li class="li">Under <strong class="ph b">On</strong>, select the day or days of the week, month, or year when you want to
receive the generated report export.</li>
<li class="li">Under <strong class="ph b">At</strong>, select the time of day to send the export.</li>
<li class="li">Under <strong class="ph b">With data from previous</strong>, select the time frame for the data to include.
For example, include data from one week before.</li>
</ul>
<p class="p"><img class="image" id="topic_ttk_hrw_qhc__image_mcv_kww_qhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/tymeshift_scheduled_report_reccurring.png" width="400"></p>
</li>
<li class="li">Click <strong class="ph b">Schedule CSV export</strong>.<p class="p">After you schedule a report export, your report
templates show a scheduled icon (<img class="image" id="topic_ttk_hrw_qhc__image_nry_3rw_qhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/wfm_scheduled_icon.png" width="23">) next to their names in the sidebar. Hover over
the icon to see when the next report export is scheduled to generate.</p>
<p class="p"><img class="image" id="topic_ttk_hrw_qhc__image_sph_pww_qhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/tymeshift_report_export_scheduled.png" width="400"></p>
</li>
</ol>
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<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_eqx_jrw_qhc">
<h2 class="title topictitle2" id="ariaid-title3">Editing scheduled report exports</h2>
<div class="body">
<p class="p">Admins and <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443374440090#topic_zcx_t1c_1bc" target="_blank">users with permission</a> can edit scheduled report
exports.</p>
<p class="p"><strong class="ph b">To edit a scheduled report export</strong></p>
<ol class="ol" id="topic_eqx_jrw_qhc__ol_amz_mrw_qhc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Workforce management</a>, click <img class="image" id="topic_eqx_jrw_qhc__d8e45" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/wfm_reports_folder_icon.png" width="16">
<strong class="ph b">Reports</strong> in the navigation bar, then select <strong class="ph b">Reports</strong>.</span></li>
<li class="li">Click the report template with a scheduled icon (<img class="image" id="topic_eqx_jrw_qhc__image_ahp_prw_qhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/wfm_scheduled_icon.png" width="23">) next to its name that you want to edit.</li>
<li class="li">Under the Scheduled CSV exports sidebar on the right, click the options menu (<img class="image" id="topic_eqx_jrw_qhc__image_nbc_ntw_qhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zqa_options_menu_horizontal.png" width="21">) next to the schedule name, then select <strong class="ph b">Edit</strong>.
<p class="p"><img class="image" id="topic_eqx_jrw_qhc__image_dz2_rww_qhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/tymeshift_scheduled_report_edit_delete.png" width="400"></p>
</li>
<li class="li">Make your changes, then click <strong class="ph b">Update</strong>.</li>
</ol>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_vxh_25w_qhc">
<h2 class="title topictitle2" id="ariaid-title4">Deleting scheduled report exports</h2>
<div class="body">
<p class="p">Admins and <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443374440090#topic_zcx_t1c_1bc" target="_blank">users with permission</a> can delete scheduled report
exports. Deleting a scheduled export is permanent. </p>
<p class="p"><strong class="ph b">To delete a scheduled report export</strong></p>
<ol class="ol" id="topic_vxh_25w_qhc__ol_hc2_h5w_qhc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Workforce management</a>, click <img class="image" id="topic_vxh_25w_qhc__d8e45" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/wfm_reports_folder_icon.png" width="16">
<strong class="ph b">Reports</strong> in the navigation bar, then select <strong class="ph b">Reports</strong>.</span></li>
<li class="li">Click the report template with a scheduled icon (<img class="image" id="topic_vxh_25w_qhc__image_ic2_h5w_qhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/wfm_scheduled_icon.png" width="23">) next to its name that you want to delete.</li>
<li class="li">Under the Scheduled CSV exports sidebar on the right, click the options menu (<img class="image" id="topic_vxh_25w_qhc__image_jc2_h5w_qhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zqa_options_menu_horizontal.png" width="21">) next to the schedule name, then select
<strong class="ph b">Delete</strong>. </li>
<li class="li">Click <strong class="ph b">Delete scheduled export</strong> to confirm the deletion.</li>
</ol>
</div>
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