Scheduling WFM report exports

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.


With Zendesk Workforce management (WFM) reporting, you can generate reports to gain insight
into various metrics and analyze workforce performance.
From the Reports page, admins and users with permission 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.
This article contains the following topics:


Creating scheduled report
exports
Editing scheduled report
exports
Deleting scheduled report
exports


Related articles:

About system WFM report templates
About custom WFM report templates



Creating scheduled report exports

Scheduling report exports allows you and your team to receive your reports
automatically.
To schedule report exports

In Workforce management, click
Reports in the navigation bar, then select Reports.
Hover over the report template you want to schedule for export and click the options
menu ( ), then select Schedule CSV export.
Alternatively, click the report template you want to schedule for export and click
the Scheduled exports icon ( ) in the upper right corner, then click the plus
icon ( ).

Enter a unique Schedule name.
In the Recipients field select one or more users who should receive the
report.

Configure the settings to send the report once or on a recurring schedule. To schedule
the report export once, set the following:

Under Generate on, use the date picker to select a date.
Under At, select the time to generate the export.
Under With data from, select the date range to include data from.


To schedule a recurring report, click the
Recurrent schedule toggle to the on position, then set the following:
Under Repeat every, set the frequency for generating the export. For example,
every two weeks.
Under On, select the day or days of the week, month, or year when you want to
receive the generated report export.
Under At, select the time of day to send the export.
Under With data from previous, select the time frame for the data to include.
For example, include data from one week before.



Click Schedule CSV export. After you schedule a report export, your report
templates show a scheduled icon ( ) next to their names in the sidebar. Hover over
the icon to see when the next report export is scheduled to generate.






Editing scheduled report exports

Admins and users with permission can edit scheduled report
exports.
To edit a scheduled report export

In Workforce management, click
Reports in the navigation bar, then select Reports.
Click the report template with a scheduled icon ( ) next to its name that you want to edit.
Under the Scheduled CSV exports sidebar on the right, click the options menu ( ) next to the schedule name, then select Edit.


Make your changes, then click Update.




Deleting scheduled report exports

Admins and users with permission can delete scheduled report
exports. Deleting a scheduled export is permanent.
To delete a scheduled report export

In Workforce management, click
Reports in the navigation bar, then select Reports.
Click the report template with a scheduled icon ( ) next to its name that you want to delete.
Under the Scheduled CSV exports sidebar on the right, click the options menu ( ) next to the schedule name, then select
Delete.
Click Delete scheduled export to confirm the deletion.