Schedule the generation of a daily report

task australia Updated Sep 10, 2026 1 min read schedule-report-configurable-wfo-itsm.md
Raw file servicenow.com

Generate and distribute a daily scheduled report that summarizes the agent's work performance via email.

Before you begin

Important: Starting with the Brazil release, Workforce Optimization for ITSM is being prepared for future deprecation. It will be hidden and no longer installed on new instances but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support Knowledge Base.

Role required: sn_channel_mgmt.admin

About this task

When Then
​The Send Daily Agents Reportschedule job is run Thesn_channel_mgmt.agents_report event is executed
Thesn_channel_mgmt.agents_report event is executed The Daily Agents Report notification is triggered
The Daily Agents Report notification is triggered The daily_agents_reports email script is executed
The daily_agents_reports email script is executed An email is sent to all managers

Note: ​To change the existing report, modify the daily_agents_reports email script.

Procedure

  1. Navigate to All > System Definition > Scheduled Jobs.

  2. Search and select Send Daily Agents Report.

    The scheduled script form appears.

  3. Click the link here to edit the record.

  4. Select the Active check box.

  5. In the Run field, ensure that the option Daily is selected.

    The script, by default, sends the agents' work summary report daily to the managers.

  6. Select the Time zone.

  7. Do any of the following:

    • To update the scheduled job, select Update.
    • To execute the scheduled script, select Execute Now.

Result

All managers and additional managers of the teams receive an email notification that summarizes their agents' performance.

Parent Topic:Setting up Channels in Workforce Optimization for ITSM

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