Schedule custom reports
Last Update: Oct 2024 • Est. Read Time: 2 MINYou can schedule custom reports to be emailed at scheduled times. With report sharing, you can keep members of your organization up to date with regularly scheduled custom reports, even if they do not have access to the Kustomer platform.
Who can access this feature? | |
User types | Managers can access reports. |
In this article
- Schedule a custom report
- Manage your scheduled reports
- Edit a report schedule
- Duplicate a report schedule
- Pause and reactivate a report schedule
Schedule a custom report
You can schedule up to 30 custom reports to be emailed to up to 50 recipients.
Note: Scheduling is not available on standard reports.
- Go to Reporting> Scheduled Reports.
- Select Add Scheduled Report. You can also schedule a report by selecting Sharewhen viewing a custom report.
- Enter the following information:
- Report Name
The subject line of the email where your report link is attached. The subject line uses Report Name - Kustomer Report Date of Send format. For example, sending a report named Inbound Conversations Overview on July 15th results in the subject line being Inbound Conversations Overview - Kustomer Report Wednesday July 15th. - Report Source
The custom report that is sent to recipients. - Recipients
The comma-separated email addresses of everyone that is receiving the report. You can add up to 50 recipients. - E-mail Message
The body of the email with the report link. - Frequency
How often the report will be emailed to the recipients. You can schedule a report to send Daily, Weekly, or Monthly. - Ends
The date when the report will stop being shared. - Data Date Range
The date range of the data that is included in the report. The default value is Past 24 hours, and you can also select Past 7 Days or Past 30 Days. You can also specify the time zone for the date range. The default value is EST.
- Report Name
- Select Send.
The recipients will receive an email from Kustomer with your message and a direct link to the report. Reports are sent shortly after midnight for the selected time zone.
Manage your scheduled reports
You can manage all of your scheduled reports by going to Reportingand then selecting Scheduled Reports.
The Active tab shows all reports being sent out based on their schedule. The following columns are shown:
- Report
The name of the report schedule. - Schedule
How often the report is emailed to its recipients. - Next Run
The date and time of the next time the report is sent. - Status
The current status of the schedule. - Created By
The name of the person who created the schedule. - Recipients
The number of recipients that are receiving the report. You can view the individual email addresses by hovering over the icon.
Edit a report schedule
You can change a report's schedule by selecting the menu iconand then selecting Edit Schedule. Once you are done, select Save Changes.
Duplicate a report schedule
You can quickly duplicate an existing report schedule by selecting the menu icon and then selecting Duplicate. A copy of the schedule opens and you can make all necessary changes. Once you are done, select Save Changes.
Pause and reactivate a report schedule
You can pause a scheduled report from sending any time by selecting the menu icon and then Pause. The report will be removed from the Active tab.
To reactivate a report, go to the Completed/Paused tab, select the menu icon and then select Reactivate. The report will resume its original schedule.