Scheduled Data Reports

Marcel Gravelle

27-Jun-2022

What are Scheduled Data Reports?

What if all of a company’s cases along with recorded issues and assets or just required data, could be sent to your clients or managers on their own with no human intervention? That is the function of Scheduled data reports.

A scheduled data view sends automated report emails to recipients at the scheduled time based on a pre-set time, frequency and desired data/content. This can give you insights on both a organizational level and with your agents metrics, depending on the data that you require.

What are the benefits of Scheduled Data Reports?

• Breakdown your Data

With Supportbench’s robust Scheduled data view feature, you can see the big picture with help from your data. This includes the distribution of cases across priority, status, asset and owner. For most organizations, this data is invaluable to have and allows you to pinpoint focus on major areas that might need improvement.

• Greater Transparency

Scheduled data reports allow information to be delivered efficiently and consistently to the relevent end users, giving them the oppurtunity to closely analyze organizational performance. Using Supportbenches scheduled data report feature, you can choose when you want to send a report, how often you want to send a report, and to who. Even send reports to groups and teams. 

• Continously improve

By using Supportbench’s scheduled data report feature, you the data you need when you need it. Allowing you to continously monitor changes and areas of impact within your organization. By knowing where to focus your energy and time, and when to do it, you can continously improve and always be on an upward trend. 

How to use it?

Create a new report

1. Click on Scheduled Data Views in the top navigation bar.
    
2. Click on Add a Data View or
    
3. In the left hand panel, click on the drop down and select add data view.
    
4. Type in a name for the view, and select the properties you want to filter for.
    
5. Click Save Data View.

Schedule a report

Once you create a data view, you need to schedule it and select who to send it to.

1. Click on Scheduled Data Views in the top navigation bar.
    
2. In the left hand panel, click on the drop down and select the new data new.
    
3. Select the agents to send the report to or type in the email addresses in the Send to Emails text box.
    
4. Select the frequency and start date of when you would like to receive the data view.
    
5. Click enable and click on the button Update schedule.