Schedule reports by e-mail

Owners and admins can have the reports dashboard delivered automatically.

1. Go to Reports and open Scheduled e-mail reports.
2. Click New schedule, choose weekly or monthly, the day, the hour (UTC) and the report window (7, 30 or 90 days).
3. Add up to ten recipients separated by commas and save.

Use the switch to pause a schedule without deleting it, and Send now to test the digest immediately. Each workspace can keep up to five schedules. The e-mail contains aggregated metrics only — ticket volumes, first-response and resolution times, SLA compliance, CSAT and per-agent totals — never customer message content.