Documentation forWeb Help Desk
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Schedule reports

Use report schedules to automatically generate one or more reports in PDF format and email them to the specified recipients through their default outgoing email accounts. Recipients can be clients, techs, or people who do not have Web Help Desk accounts.

  1. Click Reports > Report Schedules.

  2. Click New.

  3. Enter a name to identify this report schedule. This name is displayed in the subject header of your report emails.

  4. Clear the Enabled checkbox if you do not want to this schedule to currently be active.

  5. In the Interval section, specify how often the report is distributed and when the distribution begins.

  6. (Optional) Update the email message that appears in the scheduled email. The reports will be created in PDF format and attached to the scheduled email.

    You can use the following tags in your email message.

    Tag Description
    <report_list>

    The list of reports included in the email.

    Use one tag per line of email text.
    <timestamp>  The business time when Web Help Desk generated the report.

  7. In the Client Recipients section, locate and select the clients who will receive the scheduled email. Search for a client and then click the client name.

    If you defined a connection to an LDAP server, the Search LDAP check box is displayed. Select this option to include names from the LDAP directory in the search. The icon indicates that clients were found in the LDAP connection.

  8. In the Other Recipients' E-Mails field, enter the email addresses of recipients other than Web Help Desk clients and techs who should also receive the included reports. Separate each email address with a semicolon.

  9. To add recipients who are not Web Help Desk clients and techs, enter their email addresses in the Other Recipients emails field.

  10. Select the techs who should receive the scheduled reports.

    1. Click the Tech Recipients tab.

    2. Select the targeted techs.

  11. Select the reports that this schedule should include.

    1. Click the Included Reports tab.

    2. Select the targeted reports.

  12. Click the Schedule Details tab.

  13. Click Save.

    The new schedule is activated and available in the Report Schedules screen.