How to Configure Scheduled Report in BoldDesk

BoldDesk Scheduled Report allows agents to automatically generate and deliver reports from the Reports module at predefined intervals. This capability ensures consistent visibility into ticket activity, agent performance, and customer experience—without manual exports. All configurations are completed using built‑in BoldDesk workflows, UI controls, and permission settings.

What Are Scheduled Reports in BoldDesk?

Scheduled Reports are automated report exports generated from BoldDesk reporting modules and delivered via email in Excel or CSV format. Once configured, reports run automatically based on the defined schedule, filters, and time zone.

Supported report modules in BoldDesk:

• Tickets
• Worklog
• Customer Satisfaction
• Chat
• Activity

Benefits of Scheduling a Report

• Accessibility: Delivers reports directly to intended recipients, making information easily accessible.
• Consistency: Automated scheduling guarantees that reports are generated and delivered on time, providing a consistent flow of information without manual effort. This ensures reliable and regular report delivery.
• Timesaving: Automating report generation saves employees time and effort by eliminating manual compilation and distribution, allowing them to focus on more strategic tasks.
• Improved accuracy: By automating the process, the likelihood of human error is reduced, ensuring data integrity and accuracy in the reports.

How to Create a Scheduled Report

Follow the given steps to create a scheduled report,

1. Go to the Report module and click the Schedule Report option at the right corner.
2. A page will display a list of Scheduled Reports, click Add Scheduled Report.
3. Enter the Report Name and Description fields.
4. Choose the Module for which to generate the report.

5. Choose the Scheduler Mode for your export: Basic or Custom Mode.
6. Select the option applicable to your requirement. Explore more about How to Create a Schedule Using Preset and CRON Expression.
7. Choose email addresses in the “To”, “Cc”, and “Bcc” fields to send copies for transparency. Both contacts and agents can be included.

8. Choose the time zone you want to use, and the format for that time zone will be applied to your settings.

9. Click the Next button to select filter conditions.

10. Click the Next button to choose the fields you want in your report and click on Add to save your Scheduled Report.
    

    
    
    

11. Let the scheduled report trigger at the designated time. If the module selected meets the set conditions, the file will be returned in Excel/CSV format in an email. After the export is completed, the export status will be shown in the history tab, and a download link will be provided. The customer can also download and review the ticket based on permissions and view the scheduled report.
    

    
    
    

12. If no data are matched, the export status displayed in the history tab will indicate ‘Failed’.

13. The download link in the email and history tab will be valid for seven days.
    

    
    
    

14. The Scheduler will proceed to the next scheduled run based on its mode and frequency selected.

Accessibility in Scheduled Reports

1. With the ‘Own scheduled report’ permission, only your scheduled report data will be visible. You will not be able to view or download reports scheduled by other agents.
   

   
   
   

2. With “Own or any agent’s scheduled report” permission, you can read all data from the scheduled reports. You will have access to all reports that have been scheduled.
   

   
   
   

Check out this video tutorial for more details.

FAQs

1. Can Scheduled Reports be triggered manually in BoldDesk?
   No. Scheduled Reports only run automatically based on the configured schedule. Manual execution is not available.

2. Can I export Scheduled Reports to PDF?
   No. BoldDesk Scheduled Reports support Excel and CSV formats only.

3. Can customers access Scheduled Reports?
   Yes. Customers/End Users can only download reports if they are included as Email Recipients.

4. Does BoldDesk support conditional scheduling based on ticket volume?
   No. Scheduled Reports run strictly based on time and frequency, not dynamic data conditions.

5. Can Scheduled Reports pull data from multiple modules at once?
   No. Each Scheduled Report is tied to one module per configuration.

6. Is report branding or file naming customizable?
   Only the Report Name can be customized. File structure and naming conventions are system-defined.

Related Articles

• How to Schedule a follow-up reminder for agents to update a ticket?
• How to Create a Schedule Using Preset and CRON Expression