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 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.

   

   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.

   

   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.

   

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

   

   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.

   

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

   

   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.

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.