Scheduled Reporting

Overview

Scheduled Reporting allows you to create a report and receive it in your inbox when you need it.

If a report is available for scheduling, you will see this button:

Creating a report

Click thebutton to create your report.

• Report: This is the report type.
• Friendly Name: This is your name for the report.
• Email: Add as many email recipients as required.
• Schedule: Choose from Daily, Weekly, or Monthly.
  • Daily: Select the days you wish to receive the report.
  • Weekly: Choose the day of the week you wish to receive the report.
  • Monthly: Choose the day of the month you wish to receive the report.
• Runs at (Hour): The report will begin generating at this time and the email will be sent upon completion. This does not mean the report will arrive at this time.
• Report State: Use the toggle switch to choose from ON or OFF.
• Period: Choose from the last 7 days, 14 days, or the last month.
• Direction: Choose from Inbound, Outbound, Internal, or All Calls.
• Offices: Choose from a specific office, or all offices.

When you are finished, click thebutton.

View / Modify Existing Reports

Click Scheduled Reports from the left-hand menu.

Here you can see the reports scheduled for the PBX including the report type, schedule, operating status, and the date last run.

• To edit a report, click .
• Use the toggle switches to enable or disable a report.
• To delete a report, click .