Switchvox - Scheduled Reports

Table of Contents

1 Scheduled Reports
- 1.1 Create Scheduled Call Report
  - 1.1.1 General Settings tab
  - 1.1.2 Schedule Information tab
  - 1.1.3 Report Parameters tab

Scheduled Reports

Scheduled Reports is similar to Call Reporting, but with this tool you can set up a report to run at a certain time with a particular output, and the report is sent to you (via email) based on those criteria. To edit an existing scheduled report, click Modify on the same line as the report.

Create Scheduled Call Report

Click Create Scheduled Call Reports button to create a new call report. This displays the Create Scheduled Call Report page, which has three tabs: General Settings, Schedule Information, and Report Parameters.

General Settings tab

Report Name. Enter the report’s name.
Output Type. Select the output type from the dropdown menu: Chart, HTML, or XML file.
Delivery Email Where the report will be sent. Enter the full email address where you wish to send the report.

Schedule Information tab

Schedule Time Frame. Enter the Start Date and End Date that you want to activate the report (the first date it should run) and the date that you want to deactivate it (the last date it should run). If you want the report to keep running indefinitely, select YES for Run Forever.
Schedule Occurrence. The occurrence pattern indicates how often the report should run during the time it is active. Click the desired option button:

Hourly. Enter the desired Hourly Settings.
Daily. Enter the desired Daily Settings.
Weekly. Enter the desired Weekly Settings.
Monthly. Enter the desired Monthly Settings.
Yearly. Enter the desired Yearly Settings.

Report Parameters tab

Report Parameters . Select NO or YES to Ignore Weekends in report and select Breakdown report by one of the following: Date, Account, Hour of Day, Day of Week, or Total Cumulative.

Report Type. Select one of the following types:

Overview settings show all calls in your system between the dates you have set. Choose a different type for more specific reports.
Phones settings list the extensions and names in your system and will report calls for these individuals in your system between the dates you have set.
Queues settings list the queue extensions in your system and will report calls for each queue in your system between the dates you have set.
IVRs settings list the IVR extensions in your system and will report the total number of calls for each between the dates you have set.
Providers settings list the SIP providers and their names and will report the calls for each provider in your system between the dates you have set.

Click Save Report Settings when finished.