To create a call logs report that is automatically sent out on a schedule, follow the instructions below
- Click ‘Reports’ on the left-hand menu.
- By default, the Call Logs report is showing in the middle of the screen as shown below.
- If you want to schedule another type of report, click the downward arrow.
- If you would like to switch the time zone of your report you can do so on the upper right-hand side here:
- To select a schedule report click schedule on the right-hand side and a create schedule window will appear:
Once you click on New here is where you can select your Report Type, Schedule Name, and the Type of Report you would like to Schedule shown here:
- You can Also Filter the Parameters of what type of report you would like to send here:
- You can set the Frequency of the Report, Time, Format and Test your Scheduled Report here:
- Note if you want to send a Scheduled Report to multiple email addresses separate each email address with a comma.
- Be advised to Click “Save” On the lower right-hand side on (All Work)