A variety of usage statistics
are available in your secure web portal
. Checking these reports can help you sort through calls, find out how many minutes you've used, view your peak call hours, and more. The Scheduled Reports
feature also gives you the ability to configure daily, weekly or monthly reports that will automatically be sent to any email addresses you specify. Reports are emailed at 11:30PM Eastern Time. If you are in Pacific Time, for example, you will receive your report at 8:30PM.
In this tutorial, you'll learn about:
Adding Scheduled Reports
The default reports view will show you the Dashboard
. To configure your customized report, click the Scheduled reports
link in the grey bar at the top of the screen.
On the Scheduled reports screen, click the Add new
button on the far right to schedule a report.
The Add scheduled report
pop-up will open. Here, you'll enter recipients' email addresses
, and set the Frequency
, Type of report
, and Timeframe
Entering Email Recipients
In the E-mail
input area, enter any email address(es) that you would like to receive reports, and separate multiple email addresses by a comma. The email input field has a 400-character limit, so you'll need to restrict the total length of your email group to 400 characters.
Setting the Report Frequency
There are 3 options for how often you'd like to receive reports: Daily
, and Monthly
. Select the radio button to the left of your desired frequency.
For Daily reports, click the check boxes below the days of the week to determine which days you'd like the report to be sent.
Weekly reports will run every Monday with a set timeframe.
Monthly reports will run on the first day of the month with a set timeframe.
Setting the Report Schedule
To the right of Schedule
, use the Start
calendar pop-ups to set the dates that you would like your report to run.
If you've selected Daily report and set the start date as the current date, the report will not start until the next calendar date.
If you've selected Weekly report, and the current day is a Monday, the report will not start until the following Monday.
If you selected Monthly report, the report will not start until the first day of the next calendar month.
To schedule reports past the calendar End date, which extends to 6 months from the current calendar date, you'll need to edit your report settings every 6 months.
Select the Type of Report
The Type of report
dropdown menu contains several options from which to choose:
- Inbound Calls
- Outbound Calls
- Calls Per Campaign
- Calls Per Location
Only one report per type is permitted. For example, if you've scheduled a Daily report of Calls Per Campaign, you cannot have a Monthly report of the same type.
Choose a Timeframe
The report data Timeframe
options will differ depending on the report Frequency you select.
Daily reports can pull data from Yesterday
, the Last 7 Days
, the Last 14 Days
, or This Month
Weekly reports can pull data from Last Week
, the Last 2 Weeks
, or the Last 3 Weeks
Monthly reports can pull data from Last Month
or the Last 2 Months
Saving & Editing Reports
Once you've configured all of your report settings, click the Save
button in the lower right corner of the pop-up.
You'll see your reports listed on the Scheduled Reports page in the order that they were created.
If you need to amend report details or adjust the End date, click the Edit
button to the right of the Timeframe column. To delete a report, click the red X