How to periodically schedule the available reports?
Modified on: Mon, 14 Oct, 2019 at 12:37 PM
We will be replacing the older version of Freshdesk with the new Mint experience on January 31, 2019. All your data and configurations will remain intact. Switching back to the old Freshdesk will not be possible.
To read about this feature on Freshdesk Mint, refer to this article instead
This feature is currently not available on Freshdesk Mint.
This feature is not available on the old Freshdesk.
The option to schedule a report is available from Garden Plan onwards, for both On-Demand and Saved Reports.
Please navigate to the Reports tab -> click on the report for which you need to set this up -> click on "Create Schedule" option available next to the Report Name (or) Report View Title.
Kindly note that we do not have this option for "Satisfaction Survey" reports.
For more details, please make use of the article which elaborates about Scheduling Reports.
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