Schedule reports by e-mail

Owners and admins can get the main reports by e-mail, sent automatically on a schedule.

To set this up, open Reports in the main menu and go to the Scheduled e-mail reports tab. Click New schedule and pick your settings:

Frequency and time: Choose weekly or monthly delivery. Pick the day and the hour in UTC. Data range: Choose how far back the report looks: the last 7, 30, or 90 days.

Recipients: Add up to ten e-mail addresses. Separate them with commas. Then save.

You can manage your schedules at any time. Use the toggle to pause a schedule without deleting it. Click Send now to get a test report right away. Each workspace can keep up to five schedules.

For privacy, these e-mails only contain summary numbers. This includes ticket volume, first-response and resolution times, SLA rates, CSAT scores, and per-agent stats. They never include the text of your customers'' messages.