Schedule Call Logs Report

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)