Financial Year to Date (FYTD) reports
I’ve set up scheduled reports using the Performance Report for queues, users, and calls, which has been working well and aligns with our security and privacy requirements. I’m now looking to include FYTD figures in our reporting and ideally have these reports scheduled and automatically sent via email each month.
While custom ranges allow us to manually generate FYTD reports, it appears these cannot be scheduled for automatic delivery. Given the time and resource constraints within our IT team, manually exporting these reports each month may not be sustainable.
1
vote
Oliver
shared this idea