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Replies posted by DougHillRosettaHealth

2 Replies

DougHillRosettaHealth
Apprentice
DougHillRosettaHealthApprentice
asked in Analytics, Reports & Dashboards

Create and send custom customer reports

FYI - The freshdesk support desk already confirmed this capability isn’t in the product. The reason for the post was to request it. Specifically,Scheduled extract - this is there today I get to choose what is extracted - this is there today Send to a non-agent (aka customer) - this is NOT there today. Doug

5
alyssia.correa
Community Manager
1 year ago
DougHillRosettaHealth
Apprentice
DougHillRosettaHealthApprentice
asked in Analytics, Reports & Dashboards

Create and send custom customer reports

This works great and is exactly the functionality I am looking for. BUT, It restricts sending this export to agents, not customers.It also shares a link to download the extract -vs- the actual extract. As a result, I can’t simply set up an email rule to forward this report to a customer as it requires logging as the agent to ‘download’ the extract.Am I missing something?To be clear, I want this report .. described in your link .. to produce this extract weekly as an attachment -vs- a link and allow me to send it to whomever I want (aka a customer) .. without any other human interaction.Doug

5
alyssia.correa
Community Manager
1 year ago

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