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 pre-defined frequency and is emailed to a specific address as a link and can be downloaded in CSV, XLS, or PDF.
Prerequisites
- Make sure email server works.
- Customize Email Template for Scheduled Reports.
Procedure
- Log in to PBX web portal, go to .
- Under Scheduled Reports tab, click Add Report.
- In the Report Type drop-down list, choose the desired
report, and select one or more objects that you want to query.Note: Descriptions for specific parameters:
- Communication Type: Select a
communication type from Inbound,
Outbound,
Internal,
Inbound/Outbound, or
All. You can use the parameter to
filter call statistics in the following reports:
- Extension Call Statistics
- Extension Call Activity
- PBX Call Activity
- DID/Outbound Caller ID Activity
- Exclude Calls Abandoned within Xs: Set a
time. Calls abandoned within the specified time will not be
included in report. You can use the parameter to filter call
statistics in the following reports:
- Queue Performance
- Queue Performance Activity
- Agent Performance
- Organization: Select one or more
departments. Calls of the department and its sub-departments
will be included in the report.Note: This option is available only when you enable the Organization Management feature.You can use the parameter to filter call statistics in the following reports:
- Extension Call Statistics
- Extension Call Activity
- Extension Call Accounting
- Extension Call Accounting Details
- Type: Select a type from Standard or Custom. You can use the parameter to filter call statistics in IVR Report.
- Communication Type: Select a
communication type from Inbound,
Outbound,
Internal,
Inbound/Outbound, or
All. You can use the parameter to
filter call statistics in the following reports:
- 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
;
.Note: You can set up to 10 email addresses.The report will be sent to the email address at the specified time.
- Report 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, you can NOT download the report via the link.
- Format: Set in which format the report can be
downloaded.
- CSV
- XLS
- Click Save.
Result
On Scheduled Reports list, check status of the scheduled call report.
- Finished: The one-off call report was sent to the recipients' email addresses.
- Scheduled: The call report is scheduled and valid. The system will send the report to the recipients' email addresses at the specified time.
- Paused: The scheduled call report is on hold because the Call Center Service expired. To renew it, go to Yeastar P-Series Enterprise Plan or Ultimate Plan.