📅 Schedule Call Reports

This topic describes how to schedule a call report to be sent to specific recipients' mailboxes at the specified time.

Background Information

A scheduled call report is a diagram containing call statistics for the selected objects within a specific time frame. It automatically runs at a specified time and sends a link to the email and can be downloaded in CSV, XLS, or PDF.

Prerequisites

• Make sure email server works.
• Customize Email Template for Scheduled Reports.

Procedure

1. Log in to PBX web portal, go to Reports and Recordings > Call Reports.
2. Under Scheduled Reports, click Add Report.
3. In the Report Type drop-down list, choose the desired report, and select one or more objects that you want to query.

4. Schedule the report:

• Time: Set a time frame that the desired report covers.
• Report Name: Enter a name to help you identify it.
• Email Address: Enter recipients' email addresses, separated by semicolon (;).
• You can set up to ten email addresses.

5. The report will be sent to the email addresses at the specified time:

• Frequency: Set the sending frequency:
• Once: Send the selected report immediately after you save the setting.
• Daily: Send the selected report specified time each day.
• Weekly: Send the selected report at a specific day of the week and select a specific time from the drop-down list.
• Monthly: Send the selected reports at a specific day of the month and select a specific time from the drop-down list.
• Auto remove option: Set valid time and ensure the recipients cannot download the CDR report beyond the specified date.

6. File Format: Select the file format the CDRs can be downloaded:

• CSV
• XLS
• PDF

7. Click Save to complete the task.

Result

Works as specified:

• The task is scheduled and displayed automatically when they query download and attaches the message: