How to configure Call Center Report Emails

Call Center Reports can be customized according to the content and frequency from the PBX by a Call Center Supervisor user. Follow the instructions below to configure the emailed reports.

1. Log into the PBX portal and navigate to the Call Center screen.
2. Select the new Reports sub-menu (click on the small downward arrow to the right of the Reports button) and click Email Reports.
   An alternative process can be completed by clicking on the Reports button and then clicking on the Email Reports button from the dialog that opens.
   
3. Select the Type (Summary, Call Queue, Agent, and/or Dialed Number) and Frequency (Monthly, Weekly, and/or Daily) for the reports that are to be sent.
   Note that you can select 1 or more of the types and frequency options.
   
4. Depending on the selected Frequency, the supervisor will be prompted to enter the applicable time and day settings. For instance: a daily report will require the supervisor to set the time only, and a weekly report will require the supervisor to set a day of the week and the time, while a monthly report will require only the day of the month and send the previous month's data on that day; setting to "1" will send the full previous calendar month.
5. Click the Next button to configure the advanced options (Advanced tab) to customize the contents of the reports for the varying statistics. These lists of statistics will vary based on the types of reports selected in the basic tab.
   
6. To have other people receive the same reports, enter their email address into the Extra Email Addresses field then click the ‘plus’ button for each email address and if you would like the raw data, including all available statistics included in the email, then check the Attach CSV to Email option.  
7. When the configuration is complete, click the Save at the bottom of the Advanced tab and the email reports will then be scheduled.

An example of a received email is shown below.