Scheduling Reports to Be Emailed


Last Updated: 08/01/2017 Back to Topic All Articles

You can schedule reports to be automatically emailed at regular intervals. Navigate to Reporting → Reports, and you will see the Overview Report (which is the default report for every account) as well as any custom reports you have created. Click Edit Schedules in the row of the report you would like scheduled. This will take you to a new screen to set up the report schedule.

Edit schedules

In the To field, enter the list of email addresses to receive this scheduled report. Enter the email subject line in the Subject field, and edit or add any message you would like to include in the Body field.

Enter fields

Under the Schedule section of the page, use the Repeats drop-down menu to select either Daily, Weekly or Monthly. If you select Weekly, you will then select which day(s) of the week to email this report. If you select Monthly, you will then select which day of the month to email this report. Then choose which time of day to email the report in the Run At field. The schedule will use the Time Zone you have defined in Account Settings.

Set frequency
Schedule send
When and how to send
When and how to send

Next, scroll down to the Report section of the page. Under Data to Use, use the drop-down menu to select the time period to be used for the report data (e.g. month-to-date, the last 7 days). Under Export Format, use the drop-down menu to select your format preference of either CSV or XLS.

Select format preference, either CSV or XLS Select format preference, either CSV or XL

Finally, scroll down to the Actions section of the page and click Save Changes.

Save changes

You can also schedule the Call Report to be emailed at regular intervals. Navigate to Reporting → Call Reports. Click Schedules in the top right, and a pop-up will appear with available options to configure the report schedule. Use the drop-down menu under View to choose how to sort the data (e.g. view by Agent, Tracking Number, Ad Campaign).

Schedule the Call Report to be emailed at regular intervals
Schedule the Call Report to be emailed at regular intervalsSchedule the Call Report to be emailed at regular intervals

Provide a subject line in the Email Subject field. Next, use the Repeats drop-down menu to select either Daily, Weekly or Monthly. If you select Weekly, you will then select which day of the week to email this report. If you select Monthly, you will then select which day of the month to email this report. Then choose which time of day to email the report in the Run At field. The schedule will use the Time Zone you have defined in Account Settings.

 

Under Data to Include, use the drop-down menu to select the time period to be used for the report data (e.g. year-to-date, the past 30 days).

Select time frame

In the Included Columns field, you can remove data columns as needed by clicking the small X to remove the column.

Select columns to add

Fill in the list of email addresses in the Email Recipients field. Finally, click Save Schedule.

Choose recipients

If you would like to filter the data in the scheduled Call Report even further,  you can go to Reporting → Call Reports, and click the Filter icon in the top left. Enter your filter options and click Apply Filter. You should now be viewing the Call Report while using that Filter. Then click Schedules in the top right. This will either bring up the current Call Report Schedule you have configured, or it will create a new Schedule if you haven’t created one yet. Adjust the options as outlined above, then check the box for Include Filters. The scheduled Call Report will now use those Filter settings when generating the report to send you.

The scheduled Call Report will now use those Filter settings


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