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How to schedule an activity report email in YakDesk

Agents, admins and owners

If you send the same numbers to a manager or client every week, let YakDesk send them. A scheduled report emails a copy of the activity report weekly or monthly to the address you choose.

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Transcript

Get your activity report by email, every week or every month.

Open Report and scroll down to Email this report on a schedule. Each site has its own schedule.

Choose how often to send it, weekly or monthly. Then enter the email address of the person who should get it, such as your manager or a client.

Select Turn on. The section now says the report is sending weekly to that address. Select Turn off at any time to stop it.

Steps

  1. Find the schedule settings ▶ 0:05

    In the sidebar, select Report, then go to Email this report on a schedule.

    Email this report on a schedule section with Frequency and Send to

  2. Choose how often and who gets it ▶ 0:12

    For Frequency, choose Weekly or Monthly. In Send to, enter the email address.

    Schedule form with Weekly and a recipient address

  3. Turn it on ▶ 0:23

    Select Turn on. A Scheduled report saved. message appears and the section shows the schedule. Select Turn off to stop it.

    Schedule section saying it is sending weekly to the chosen address
ResultThe report section says Sending weekly to the address you chose, and the report arrives on that schedule.

Next steps

Updated 2026-11-09