Schedule Automatic Call Report Delivery via Email

Yeastar P-Series PBX System allows you to schedule call report delivery to specific recipients' mailboxes at the specified time. The recipients can access call report via the download link included in the email and save it in CSV, XLS, or PDF format. This topic describes how to schedule automatic call report delivery via email.

Requirements

The system email server is ready for use.

Limitations

Up to 2000 scheduled call report delivery tasks are supported.

Procedure

  1. Log in to PBX web portal, go to Reports and Recordings > Call Reports.
  2. In the Scheduled Reports tab, click Add Report.

    Note: To enhance system performance, Yeastar has upgraded the CDR module in version 37.21.0.117 with a new data structure for clearer display and more comprehensive call details. The system gradually deletes old CDRs and related call report data according to the CDR Auto Cleanup setting. Before old call report data are cleaned up, new and historical data are managed separately - the Add Report button for new data and the Add Report(Legacy) button for historical data.

    This topic describes how to schedule new call report data generated after upgrading to version 37.21.0.117 or later. To schedule historical data, click Add Report(Legacy) button to proceed.

  3. Schedule a task to send call report via email.

    1. Configure the call report delivery settings.
      Setting Description
      Report Type

      Select the call report that you want to schedule for automatic delivery.
      Time Select a time period, or click Custom to set a custom time range.
      Note: If you choose to customize a time range, you can specify an exact time period by clicking Select Time.
      Report Name Enter a name to help you identify the task.
      Email Address Enter recipients' email addresses.
      Note: You can set up to 10 email addresses; Separate multiple email addresses by semicolon ;.
      Frequency Set how often to send the report.
      • Once: If you choose the option, the system sends the report immediately after you save the setting.
      • Daily: If you choose the option, select a time from the drop-down list.

        The system sends the report at this time of the day.

      • Weekly: If you choose the option, choose a day of week and select a time from the drop-down list.

        The system sends the report at this time of the week.

      • Monthly: If you choose the option, choose a day and select a time from the drop-down list.

        The system sends the report on this day and time of the month.
      Validity Period of the Download Link Set the validity period of the download link for the scheduled report.

      After the link expires, the recipients can NOT download the report via the link.
      File Format Specify the download format for call report.
      • CSV
      • XLS
      • PDF
      Send Attachment Optional. If enabled, the report file will be attached to the email sent to the specified recipients.
      Note: This option is available only when the file format is set to CSV or XLS.
      Select Fields Optional. If you want to customize the display fields in the scheduled report, adjust the desired fields in the Selected box.
      Note: This option is available only for the following reports:
      • Unreturned Missed Call Report
      • Queue Performance
      • Queue Performance Activity
      • Agent Performance
      • Agent Call Summary
    2. Configure report-specific fields to define the data scope of the report.
      Report Filter
      Extension Extension Call Statistics
      • Extensions/Extension Groups
      • Organization
      • Communication Type
      Extension Call Activity
      Extension Call Accounting
      • Extensions/Extension Groups
      • Organization
      • Trunk
      Extension Call Accounting Details
      Trunk PBX Call Activity
      • Trunk
      • Communication Type
      • Include internal calls: Set whether to include internal call activities.
      DID/Outbound Caller ID Activity
      • Trunk
      • Communication Type
      IVR IVR Report
      • Type: Select the IVR key type.
      • IVR
      Ring Group Ring Group Statistics
      • Ring Group
      Queue Queue AVG Waiting & Talking Time
      • Queue
      Queue Callback Summary
      Satisfaction Survey
      Queue Performance
      • Queue
      • Exclude Calls Abandoned within Xs: Specify the ring duration to exclude short abandoned calls.

        Calls abandoned within this time frame will NOT be included in the report.

      • Exclude Calls within Xs: Specify the talk duration to exclude short answered calls.

        Calls ended within this time frame will NOT be included in the report.
      Queue Performance Activity
      • Queue
      • Exclude Calls Abandoned within Xs: Specify the ring duration to exclude short abandoned calls.

        Calls abandoned within this time frame will NOT be included in the report.
      Satisfaction Survey Detail
      • Queue
      • Agent
      Agent Login Activity
      Agent Missed Call Activity
      Agent Call Summary
      Agent Pause Activity
      • Queue
      • Agent
      • Pause Reason
      Agent Performance
      • Queue
      • Agent
      • Exclude Calls Abandoned within Xs: Specify the ring duration to exclude short abandoned calls.

        Calls abandoned within this time frame will NOT be included in the report.
      Transcription Transcription Usage Details -
      Call Unreturned Missed Call Report
      • Exclude Calls Abandoned within Xs: Specify the ring duration to exclude short abandoned calls.

        Calls abandoned within this time frame will NOT be included in the report.

      • Call From: Enter the caller's number or name.
      • Call To: Enter the callee's number or name.
      • Call Destination: Select the type of the destination to which the inbound call was routed.
      • Missed Call Type: Select the type of missed call.
      • Callback Status: Select whether the missed call was returned or not.
  4. Click Save.

Result

  • The task is scheduled and displayed in the list.

  • When it comes to the scheduled time, the specified call report will be automatically sent to the recipients' mailboxes. You can also check the call report in the Scheduled Logs tab.