Report schedules
Email a report as a CSV attachment every week or every month.
Settings → Report schedules
A report schedule emails a report as a CSV file on a fixed rhythm, so the people who need the numbers get them without signing in. Each file is the same one the CSV button on the Reports page gives you for the same period.
Add a schedule
- Go to Settings → Report schedules.
- Choose the report: Productivity report or Change success report.
- Choose how often: Weekly or Monthly.
- Enter the email address to send it to and choose Add schedule.
Each schedule goes to one address. To send the same report to several people, add one schedule per person, or use a shared mailbox or mailing list.
What is sent
- Productivity report — one row per agent: name, email, tickets resolved and average resolution time in hours.
- Change success report — one row per change closed in the period: key, title, change type, closing status, outcome (successful or failed) and when it closed.
The email says which dates the report covers and has an Open reports button. Each report covers the whole workspace, across every project.
When it is sent
- Weekly schedules go out once a week, at midnight at the start of Sunday, and cover the previous 7 days.
- Monthly schedules go out at midnight on the 1st of each month and cover the previous 30 days.
Times follow the server's clock, not your workspace's business hours.
Pause, remove and check a schedule
- Untick Enabled to pause a schedule without losing it. Tick it again to resume.
- Use the bin icon to remove it.
- Under each schedule, "Last sent" shows when it last went out. If the last attempt failed, the reason is shown instead — usually an email delivery problem.
Who can manage schedules
Adding, pausing and removing schedules needs permission to manage reports — by default, Owners and Admins. The Report schedules tab only shows in Settings for people who have it.