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

Procedure

  1. Log in to PBX web portal, go to Reports and Recordings > Call Reports.
  2. Under Scheduled Reports tab, click Add Report.
  3. 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.
  4. 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
      • PDF
  5. 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.