# Schedule Automatic CDR Delivery via Email

Cloud Voice can email call detail records (CDRs) to the people who need them, on a schedule you set. Each delivery contains a download link, and recipients can save the report as CSV, XLS, PDF, or HTML. This page walks you through building a scheduled delivery task.

## Before you begin

Make sure the [system email server](/pbx/administrator-guide/email-server-overview/) is configured and working, since deliveries are sent through it.

## Limits

- You can create up to **2,000** scheduled CDR delivery tasks.
- The number of records a single download can contain depends on the file format:

  | File format | Maximum CDRs per scheduled download |
  |-------------|-------------------------------------|
  | CSV         | 10,000 |
  | XLS         | 10,000 |
  | HTML        | 10,000 |
  | PDF         | 5,000  |

## Create a scheduled delivery

1. Sign in to the PBX web portal and go to **Reports and Recordings > CDR**.

2. Open the **Scheduled CDR** tab and click **Add**.

   ![New scheduled CDR task dialog](/images/pbx/schedule-new-cdr.png)

   :::note
   The CDR module was reworked in version 84.21.0.117 to use a new data structure, so records are handled in two sets: current data captured after that upgrade, and older historical data. Use **Add** to schedule current call data and **Add (Legacy)** to schedule the historical data. Historical records are removed over time according to your **CDR Auto Cleanup** setting. The steps below cover current data; to schedule historical data, start from **Add (Legacy)** instead.
   :::

3. Build the task.

   a. Under **Column header filters**, narrow the CDR list with column-based criteria.

   ![Column-based filters for the CDR list](/images/pbx/scheduled-cdr-column-header.png)

   | Setting | Description |
   |---------|-------------|
   | ID | The unique ID of a single record. You can copy an ID from the CDR list. |
   | Communication Type | One or more call directions: **Inbound**, **Outbound**, or **Internal**. For a call with multiple legs, the first leg's type is used. |
   | Last Status | The final call outcome: **All**, **ANSWERED**, **NO ANSWER**, **BUSY**, **FAILED**, **VOICEMAIL**, or **ABANDONED**. For a multi-leg call, the last leg's status is used. |
   | Routing Duration | The time between when the call started and when it was answered. Accepts numbers, `-`, `=`, `<`, `<=`, `>`, `>=`, and ranges. Time the call spends inside an IVR (interactive voice response, the automated phone menu callers hear) or a call flow, from entering it to leaving it, is included. |
   | Handling Duration | The time between when the call was answered and when it ended, including hold time. Accepts the same operators and ranges. |
   | Disconnected by | The party that ended the call: **All**, **Call Party (Internal Extension)**, **Call Party (External Number)**, or **PBX Others**. **PBX Others** means a party not on the call ended it, for example, an unanswered call that exceeds the maximum wait time, or a call interrupted by an emergency call. |
   | Call Legs | The number of call legs. Accepts numbers, `-`, `=`, `<`, `<=`, `>`, `>=`, and ranges. |
   | Outbound Caller ID | The outbound caller ID. |
   | PIN Code | The PIN code. |

   :::caution
   When you filter by a specific CDR ID, clear every other column filter first. If the ID and the remaining criteria point at different records, the delivery fails and no report is sent.
   :::

   To find a record's ID, look it up in the CDR list.

   ![The ID column in the CDR list](/images/pbx/cdr-ids.png)

   b. Under **Top filters**, refine which call-leg data is included.

   ![Top filters for scheduled CDR delivery](/images/pbx/cdr-top-filter.png)

   | Setting | Description |
   |---------|-------------|
   | Time | A preset period, or click **Custom** to define your own range. In a custom range, click **Select Time** to pin an exact period. |
   | Call From | The caller's number or name, or use the add-contact icon to choose extensions, extension groups, or organizations. |
   | Call To | The callee's number or name, or choose extensions, extension groups, or organizations. |
   | Second Participant | The callee's number or name on the second call leg. |
   | Last Participant | The callee's number or name on the last call leg. |
   | Extensions/Extension Groups | Selected extensions or extension groups. |
   | Organization | Selected departments. |
   | Queue | Selected queues. |
   | Call Notes | Selected disposition codes. |
   | Remark | The remark added on the last call leg. |
   | AI Summary | Keywords from the AI summary content. |
   | AI Receptionist Processing Result | The outcome of AI receptionist calls: **Resolved** (the issue was handled without a transfer), **Transferred** (the call was passed to another destination), **Unresolved** (neither resolved nor transferred), or **No Processing Result** (the call ended abnormally through an error or timeout). |
   | Trunk | A selected trunk. |
   | DID/DDI | Selected DID/DDI numbers. A DID (Direct Inward Dialing), also called DDI (Direct Dialing In), is a phone number that routes an outside caller straight to a specific extension or destination. |
   | Caller IP Address | The caller's IP address. |
   | SHAKEN Attestation | The SHAKEN caller-ID authentication result. SHAKEN signs a call to show how strongly the originating carrier vouches for the caller's number, which helps flag spoofed calls. Filter by attestation level or signature verification result: **A**, **B**, or **C** for calls signed at that level; **Invalid** for a bad signature; or **Unknown** for unsigned calls or calls whose level can't be identified (**Invalid** and **Unknown** apply to inbound calls). |
   | Recording Files | Whether to include all CDRs, only those with recordings, or only those without. |

   When you set a custom time range, use **Select Time** to specify the exact window.

   ![Custom time range picker](/images/pbx/cdr-select-time.png)

   c. Under **Schedule Information**, set how and when the report is delivered.

   
   ![Cloud Voice, schedule information settings for a CDR delivery task](/images/pbx/cdr-scheduled-info.png)

   | Setting | Description |
   |---------|-------------|
   | Name | A label that helps you recognize the task. |
   | Email Address | The recipient addresses. You can enter up to **10**, separated by a semicolon (`;`). |
   | Frequency | How often the report is sent: **Once** (sent immediately when you save the task), **Daily** (at a time you pick each day), **Weekly** (at a day and time you pick each week), or **Monthly** (at a day and time you pick each month). |
   | Validity Period of the Download Link | How long the download link stays active. Once it expires, recipients can no longer open or download the report. |
   | File Format | The download format: **CSV**, **XLS**, **PDF**, or **HTML**. |
   | Range | How much data to include: **Only List**, **List & Call Legs Data**, or **List, Call Legs, and Timeline Data**. |
   | Duration Format | How duration fields are shown: **Display in Second (s)** or **Display as HH:MM:SS**. |

   :::caution
   Setting **Frequency** to **Once** sends the report the instant you click **Save**. There is no separate send step and no undo, so confirm the recipient addresses and filters before saving.
   :::

   d. Click **Save**.

## Result

The task appears in the **Scheduled CDR** list.

![A saved task in the scheduled CDR list](/images/pbx/schedule-cdr-reports-success.png)

At each scheduled time, the report is sent automatically to the recipients' mailboxes. You can also review deliveries on the **Scheduled Logs** tab, where the view icon previews a report online and the download icon saves it for offline use.

![The scheduled logs list with preview and download actions](/images/pbx/cdr-download-list.png)