Schedule Call Reports to Track Call Activity

Call reports give you a detailed picture of the calls made to and from guest rooms, which is useful for tracking usage and reconciling charges. Rather than opening the portal to pull each report by hand, you can set a report to run on a repeating schedule and be emailed to whoever needs it. This page covers the reports available for hotel call activity and how to schedule one for delivery.

Reports you can schedule

Several reports focus on hotel call activity. A couple of telephony terms show up in them: PBX (Private Branch Exchange) is the phone system itself, and a trunk is the line that connects that system to the outside telephone network, so charges “over specific trunks” are the cost of calls that left the building over a given carrier line. The table below summarizes what each report tells you.

Report	What it shows
Extension Call Statistics	A summary of how many calls room extensions have placed and answered.
Extension Call Activity	An hourly, daily, and monthly breakdown of calls placed and answered on room extensions.
PBX Call Activity	An hourly, daily, and monthly breakdown of total external calls on specific trunks alongside internal calls.
Extension Call Accounting	A summary of the charges for outbound calls placed from room extensions over specific trunks.
Extension Call Accounting Details	A per-call breakdown of the charges for each outbound call placed from room extensions over specific trunks.

Note

These are the reports most relevant to hotel operations. For the full set of reports available on the system, see the call reports documentation.

You can work with these reports two ways: open them directly in the management portal whenever you need them, or schedule them for automatic delivery by email. The steps below cover scheduling.

Schedule a report

1. Sign in to the Cloud Voice management portal and go to Reports and Recordings > Call Reports > Scheduled Reports.

2. Click Add Report.

3. Fill in the settings for the schedule.

   

   Setting	Description
   Report Type	Choose which call report to run.
   Time	Choose the time frame the report should cover.
   Extensions/Extension Groups	Choose one or more extensions or groups to include in the report.
   Report Name	Give the report a name you will recognize.
   Email Address	Enter the address (or addresses) that should receive the report.
   Frequency	Set how often the report is sent.
   Validity Period of the Download Link	Set how long the report’s download link stays active. Once it expires, recipients can no longer download the report from the link.
   File Format	Choose the download format: CSV, XLS, or PDF.
   Send Attachment	Turn on to also include the report as a file attachment on the email.

   Note

   You can enter up to 10 email addresses in Email Address. Separate multiple addresses with a semicolon (;).

   Note

   Send Attachment is available only when File Format is set to CSV or XLS.

   Tip

   Set the validity period long enough that everyone on the list has time to open the report before the download link expires. If you would rather recipients keep a permanent copy, turn on Send Attachment (available for CSV or XLS) so the report travels with the email instead of relying on the link.

4. Click Save.

Result

At each scheduled time, the system generates the report and emails it to the recipients you specified.