Scheduled reports are an Enterprise feature.
What Are Scheduled Reports?
Scheduled reports automatically send email summaries of your support performance at regular intervals. They include:- Ticket volume and trends
- Resolution times
- Staff performance
- SLA compliance
- AI feature usage
Setting Up Reports
Report Content
Available Metrics
Choose which sections to include:| Section | Contents |
|---|---|
| Summary | Key numbers at a glance |
| Ticket Volume | New, closed, open tickets |
| Response Times | First response averages |
| Resolution | Time to close metrics |
| Staff Performance | Individual metrics |
| SLA Compliance | Target achievement rates |
| Categories | Breakdown by ticket type |
| AI Usage | Token consumption, KB stats |
Customizing Content
For each section, you can:- Include or exclude
- Set comparison period (vs last period)
- Add specific metrics
Report Frequency
Schedule Options
| Frequency | Delivery |
|---|---|
| Daily | Every day at specified time |
| Weekly | Specific day of week |
| Monthly | Specific date each month |
| Custom | Define your own schedule |
Timing
- Set delivery time (e.g., 8:00 AM)
- Choose timezone
- Reports generated and sent at scheduled time
Example Schedules
| Name | Frequency | Time |
|---|---|---|
| Daily Summary | Daily | 8:00 AM |
| Weekly Review | Monday | 9:00 AM |
| Monthly Report | 1st of month | 6:00 AM |
Recipients
Adding Recipients
Enter email addresses for people who should receive reports:- Team members
- Managers
- External stakeholders
Multiple Recipients
Each report can have multiple recipients:- All receive the same report
- All receive at the same time
- Individual unsubscribe links
External Recipients
You can add non-TicketCord users:- They receive email but can’t access dashboard
- Good for managers who don’t need full access
- Must have valid email address
Report Format
Email Layout
Reports arrive as formatted emails with:- Clean, professional design
- Charts and graphs (as images)
- Summary tables
- Links to detailed dashboards
PDF Attachment
Optionally include:- PDF version attached
- Good for archiving
- Easy to forward
Managing Schedules
Viewing Schedules
See all your scheduled reports:| Info | Description |
|---|---|
| Name | Report identifier |
| Frequency | How often it runs |
| Next Run | When it will run next |
| Recipients | Who receives it |
| Status | Active/Paused |
Editing Schedules
- Click on the schedule
- Modify settings
- Save changes
Pausing Schedules
Temporarily stop reports:- Toggle status to Paused
- Reports won’t send
- Toggle back to resume
Deleting Schedules
- Click delete icon
- Confirm deletion
- Schedule is removed
Report History
Viewing Past Reports
Access previously sent reports:- Date sent
- Recipients
- Download report
- Resend option
Retention
- Reports stored for 90 days
- Download before expiration
- Export for long-term storage
Data Scope
Per-Server Reports
Reports cover data for:- Selected Discord server
- Selected time period
- Selected metrics
Multi-Server Reports
Enterprise can create reports spanning:- All servers
- Selected servers
- Aggregated or separate
Best Practices
Troubleshooting
Report not arriving
Report not arriving
Check spam folder. Verify email address is correct.
Data looks wrong
Data looks wrong
Confirm timezone settings and date range.
Charts not displaying
Charts not displaying
Some email clients block images. Download PDF instead.
Need Help?
Questions about reports? Join our Discord