> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ticketcord.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduled Reports

> Automatically receive support analytics via email

Get regular reports delivered to your inbox with key support metrics and insights.

<Info>
  Scheduled reports are an **Enterprise** feature.
</Info>

## 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

<Steps>
  <Step title="Navigate to Reports">
    Dashboard → Analytics → Scheduled Reports
  </Step>

  <Step title="Click Create Report">
    Select **Create New Schedule**
  </Step>

  <Step title="Configure Content">
    Choose what metrics to include
  </Step>

  <Step title="Set Schedule">
    Define frequency and timing
  </Step>

  <Step title="Add Recipients">
    Enter email addresses
  </Step>

  <Step title="Save Schedule">
    Report schedule is now active
  </Step>
</Steps>

## 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

1. Click on the schedule
2. Modify settings
3. Save changes

### Pausing Schedules

Temporarily stop reports:

1. Toggle status to Paused
2. Reports won't send
3. Toggle back to resume

### Deleting Schedules

1. Click delete icon
2. Confirm deletion
3. 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

<Tip>
  **Match Frequency to Need**
  Daily reports for active teams, weekly for oversight.
</Tip>

<Tip>
  **Keep It Focused**
  Include relevant metrics only. Too much data is overwhelming.
</Tip>

<Tip>
  **Right Time of Day**
  Send before start of workday for best visibility.
</Tip>

<Tip>
  **Review Recipients**
  Periodically verify list is current.
</Tip>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Report not arriving">
    Check spam folder. Verify email address is correct.
  </Accordion>

  <Accordion title="Data looks wrong">
    Confirm timezone settings and date range.
  </Accordion>

  <Accordion title="Charts not displaying">
    Some email clients block images. Download PDF instead.
  </Accordion>
</AccordionGroup>

<Card title="Need Help?" icon="headset" href="https://ticketcord.net/discord">
  Questions about reports? Join our Discord
</Card>