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
      • Unreturned Missed Call Report
    • 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.

    • File Format: Set in which format the report can be downloaded.
      • CSV
      • XLS
      • PDF
    • Send Attachment: Optional. If you enable this option, a file attachment will be generated and included in the email sent to the specific email address.
      Note: This option is only available when the scheduled file format is set to CSV or XLS.
    • Select Fields: Optional. If you want to exclude any items in your scheduled report, select the desired items from selected box to available box.
      Note:
      • By default, all the items are in selected box and will be displayed in the scheduled report.
      • This option is only available when the report type is set to Unreturned Missed Call Report, Queue Performance, Queue Performance Activity, Agent Performance or Agent Call Summary.
  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.