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 your scheduled rules in this section:
4. Click 'actions' to either edit or delete a rule:
5. Create a new schedule rule by clicking "Create":
6. Provide a name for your report rule:
7. Choose the report type between agent report or call history report by clicking 'Report type':
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 your scheduled rules in this section:
4. Click 'actions' to either edit or delete a rule:
5. Create a new schedule rule by clicking "Create":
6. Provide a name for your report rule:
7. Choose the report type between agent report or call history report by clicking 'Report type':
8. Set the time frequency for the report rule by clicking 'Schedule' This determines how often the user will receive the report:
9. Select a time frequency from the drop-down menu:
10. Click 'Filter' to determine the recipient of the report—either a user or a group:
11. Choose from the options in the drop-down menu:
12. Choose the receiver of the scheduled reports by clicking the appropriate option:
13. Select the "Start Time" field to define the time frame related to the report. This option is applicable to hourly and daily reports:
14. Enter an end time for the frame by clicking the "End Time" field:
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