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Embedded tutorial/solution:
19 STEPS
1. To create a scheduled Agents Performance Report, click Reports
2. Click Create Scheduled Reports
3. Click Create
4. Click inside the Name area and type the name of the scheduled report
5. Click inside the Send To dropdown and pick the email(s) you want to deliver this report to.
6. Click the Report Type dropdown and choose Agents Performance
7. Click the Cycle Type dropdown and pick when you want the email to be delivered (Daily, Weekly, Bi-Weekly, or Monthly).
For this example we will choose Weekly
8. Click the Day of Week dropdown and choose the day of the week you want the report to run.
For this example we will choose Sunday.
9. Select any filters you want for this report, or leave empty to run a full Agents Performance report to be delivered.
10. Click in the Export Fields box to add additional fields to the report, or leave the default fields selected.
11. Click the X next to any field you want to remove from the report.
12. Review your report filters. Once completed, click Save
13. Click Close
14. Click the pause button if you want to stop the scheduled report from running.
15. Click Ok to confirm stopping the next scheduled report from running.
16. Click the play button to resume the scheduled reports.
17. Click Ok to confirm restarting the next scheduled report.
18. Click the Delete button to remove the scheduled report from the page.
19. Click Ok to confirm deleting the scheduled report from the page.
Here's an interactive tutorial
https://www.iorad.com/player/1762614/How-can-I-create-a-scheduled-Agent-Performance-report-to-be-delivered-
Copy of text and screenshots from the tutorial/solution:
1. To create a scheduled Agents Performance Report, click Reports
2. Click Create Scheduled Reports
3. Click Create
4. Click inside the Name area and type the name of the scheduled report
5. Click inside the Send To dropdown and pick the email(s) you want to deliver this report to.
6. Click the Report Type dropdown and choose Agents Performance
7. Click the Cycle Type dropdown and pick when you want the email to be delivered (Daily, Weekly, Bi-Weekly, or Monthly).
For this example we will choose Weekly
8. Click the Day of Week dropdown and choose the day of the week you want the report to run.
For this example we will choose Sunday.
9. Select any filters you want for this report, or leave empty to run a full Agents Performance report to be delivered.
10. Click in the Export Fields box to add additional fields to the report, or leave the default fields selected.
11. Click the X next to any field you want to remove from the report.
12. Review your report filters. Once completed, click Save
13. Click Close
14. Click the pause button if you want to stop the scheduled report from running.
15. Click Ok to confirm stopping the next scheduled report from running.
16. Click the play button to resume the scheduled reports.
17. Click Ok to confirm restarting the next scheduled report.
18. Click the Delete button to remove the scheduled report from the page.
19. Click Ok to confirm deleting the scheduled report from the page.
Applicable User Seat Types
Admin
Galaxy
Booster
Applicable Permissions
Administrator
Branch Manager
Team Manager
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