Schedule Call Reports to Track Call Activity

A list of call reports is available to provide actionable insights into guest calls with detailed analysis. To make call tracking and analysis easier, you can schedule call reports to be generated on a recurring basis and automatically sent to specific email address(es). This topic describes how to schedule call reports to be sent to a specific address.

The following is a list of call reports related to hotel call activities. Refer to the table below for details on the information each report provides.
Note: For more call reports, see Call Reports Overview.
Report Description
Extension Call Statistics Provide a quick overview of the number of calls that have been made and received on room extensions.
Extension Call Activity Provide granular insights into the hourly, daily, and monthly breakdown of the number of calls that have been made and received on room extensions.
PBX Call Activity Provide granular insights into the hourly, daily, and monthly breakdown of total external calls on specific trunks and internal calls.
Extension Call Accounting Provide a quick overview of the bills for outbound calls made from room extensions over specific trunks.
Extension Call Accounting Details Provide granular insights into the bills for each outbound call made from room extensions over specific trunks.
You can explore the above call reports in two ways:
  • Access the call reports directly from PBX web portal.

    To achieve this, proceed as below.

  • Schedule call reports to be automatically sent to the specified email address(s) on a recurring basis.

    To achieve this, refer to the instructions below.

Procedure

  1. Log in to PBX web portal, go to Reports and Recordings > Call Reports > Scheduled Reports.
  2. Click Add Report.
  3. Complete the following settings to schedule a report.

    Setting Description
    Report Type Select a call report.
    Time Select a time frame that the report will cover.
    Extensions/Extension Groups Select one or more objects of call data you want to query.
    Report Name Enter a name to help you identify the report.
    Email Address Enter email address(es) to receive the report.
    Note: You can specify up to 10 email addresses. For multiple email addresses, separate them with semicolon ;.
    Frequency Set how often to send the report.
    Validity Period of the Download Link Set the validity period of the download link for the scheduled report.

    After the link expires, the email recipient(s) can NOT download the report via the link.
    File Format Set in which format the report can be downloaded.
    • CSV
    • XLS
    • PDF
    Send Attachment
    If enabled, the call report will also be sent as an attached file.
    Note: This option is available only when the file format is set to CSV or XLS.
  4. Click Save.

Result

PBX system will send the report to the specified email recipient(s) at the scheduled time.