Reports - Scheduled reports

Reports - Scheduled reports

This article will provide you more information about the Scheduled reeports in the Reports section
To do this first navigate to Reports on the left side of the menu.

1. Click "Scheduled Reports" to open the Scheduled reports tab:

2. Navigate to the Scheduled Reports tab and click on "New Scheduled Report" to initiate the creation of a new rule:

3. Customize the name of the report according to your preferences:

4. Use the 'Send To' option to select a user from your Axiom who will be the recipient of the scheduled reports:

5. Via the drop-down menu, choose the desired user who will receive the reports:

6. Access 'Base reports' to specify the type of reports the selected user will receive, such as Call Details, User Activity, Queue Activity, and more:

7. Click on 'Schedule' to determine the frequency at which the reports will be sent:

8. Choose the desired frequency from the drop-down menu:

10. Activate the option to attach the report to the user's email, enabling the system to automatically send emails to the specified user:



    • Related Articles

    • Statistics and Reports - Scheduled reports

      This article will provide you more information regarding the Scheduled reports: 1. Navigate to the scheduled reports page by selecting "Scheduled" on the left-hand side: 2. Use the "Search anything..." field to locate an existing rule: 3. Monitor ...

    • Reports - Callback

      This article will provide you more information about the CallBack section in the Reports. To do this first navigate to Reports on the left side of the menu. 1. Navigate to the CallBack tab: 2. Refresh your page by clicking on "Update Data": 3. ...

    • Reports - Queues

      This article will provide you more information about the Queues section in the Reports. To do this first navigate to Reports on the left side of the menu. 1. Access queue reporting by clicking on "Queues": 2. View missed calls by clicking at this ...

    • Reports - Summary

      This article will provide you more information about the Summary section in the Reports. To do this first navigate to Reports on the left side of the menu. 1. Navigate to "Reports" to and select "Summary": 2. Click this icon to choose the dates of ...

    • Reports - Users

      This article will provide you more information about the Users section in the Reports. To do this first navigate to Reports on the left side of the menu. 1. Navigate to the Users tab by clicking on "Users": 2. Access the "Export to CSV" option to ...