How to Schedule Automated Report Emails
Receive support performance reports directly in your inbox on a regular schedule — daily, weekly, monthly, or at a custom interval. This is a Pro feature.
Overview
Scheduled Report Emails automatically generate and send performance summaries to specified email addresses. Each email includes both category-based and agent-based metrics for the reporting period.
Configuration
Go to Support Genix > Settings > Report Email (or accessible from the Reports section).
Enable Scheduled Emails
Toggle the Status switch to Active.
Set the Schedule
Choose how often reports are sent:
| Frequency | Description | Additional Setting |
|---|---|---|
| Daily | Once per day | Time — What time to send (e.g., 08:00) |
| Weekly | Once per week | Day — Which day (Monday–Sunday) + Time |
| Monthly | Once per month | Day of Month — Which date (1–31) + Time |
| Custom | At a custom minute interval | Minutes — Interval in minutes (5–60) |
Time Setting: Set the time of day (24-hour format) when the report should be sent. For example, 08:00 sends the report at 8 AM in your WordPress timezone.
Weekly Day: Select which day of the week (Monday = 1 through Sunday = 7).
Monthly Day: Select which date of the month (1–31). If the month doesn’t have the selected date (e.g., 31 in February), the report sends on the last day of that month.
Custom Minutes: Set an interval between 5 and 60 minutes for frequent reporting.
Set Recipients
Enter the email addresses that should receive the reports:
- Enter one or more email addresses, separated by commas.
- Default: The WordPress admin email address.
- Example:
[email protected], [email protected], [email protected]
What’s Included in the Email
Each scheduled email contains:
Subject Line
Support Performance Insights | [Start Date] – [End Date]
Report Content
- Category Report — A breakdown of ticket metrics by category:
- Agent Report — A breakdown of the same metrics by agent:
The report covers the period since the last email was sent.
Format
- HTML formatted email with tables.
- Clean, readable layout.
- Date range clearly indicated.
Example Configurations
Daily Morning Briefing
| Setting | Value |
|---|---|
| Frequency | Daily |
| Time | 08:00 |
| Recipients | [email protected] |
Receive a summary of yesterday’s support activity every morning at 8 AM.
Weekly Monday Summary
| Setting | Value |
|---|---|
| Frequency | Weekly |
| Day | Monday (1) |
| Time | 09:00 |
| Recipients | [email protected] |
Receive a summary of the past week’s activity every Monday morning.
Monthly Executive Report
| Setting | Value |
|---|---|
| Frequency | Monthly |
| Day of Month | 1 |
| Time | 10:00 |
| Recipients | [email protected], [email protected] |
Receive a full month’s summary on the 1st of every month.
Important Notes
- WordPress Cron: Report emails rely on WordPress cron. If your site has low traffic, cron events may be delayed. Consider setting up a real server-side cron job for reliable scheduling.
- Timezone: All times use your WordPress timezone setting (WordPress > Settings > General).
- Delivery: Emails are sent through WordPress’s mail system (wp_mail). Ensure your site’s email is properly configured (e.g., via SMTP plugin) for reliable delivery.
- Spam filters: Add the sending email address to recipients’ allowlists to prevent reports from going to spam.
Related Docs
Last updated on March 5, 2026
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