Overview

The Schedule Reports section enables call center administrators to automate report delivery by configuring scheduled reports to be sent to specific email addresses. This feature enhances operational efficiency by allowing regular tracking of key metrics without manual intervention. Reports can be filtered by queues, categories, and time ranges, and are delivered at configurable frequencies.

How to access

Navigate via the Sidebar:

Settings Icon  ➝ Schedule Reports

Screen Layout

Schedule Reports List View

The main Schedule Reports screen shows a table listing all previously created scheduled reports, each with the following columns:

• Email: Destination email(s) for the alert

• Subject: Custom subject of the alert

• Category: Report type (e.g., queue performance, usage)

• Frequency: How often the alert is triggered

• Queues: Queues this alert applies to

• Active: Whether the alert is currently enabled

• Actions: Edit or Delete icons per row

Create/Edit Schedule Report Modal

Clicking Add New Schedule Reports or the Edit icon opens a form modal with the following fields:

How to Use

Create a Scheduled Report

Steps:

1. Click Add New Schedule Reports.

2. Fill in all required fields:

• Emails: one or more recipients

• Subject: report subject

• Reports Categories: select one or more report types

• Queues: assign queues to be included in the report

• From The Last (X) Days: numeric value for history duration

• Include Today: toggle ON if today’s data should be included

• Frequency Of Report: define how often report is sent

• Activate: toggle ON to make it active immediately
  
  

3. Click Submit.

On Success:

• Report is saved and added to the list

• Toast message: "Schedule Report created successfully"

Edit a Scheduled Report

Steps:

1. Click the Edit icon next to the report entry.

2. The form opens pre-filled with the current data.

3. Make necessary changes (e.g., update email list or frequency).

4. Click Submit.

On Success:

• Report updates are saved

• Toast message: "Schedule Report updated successfully"

Delete a Scheduled Report

Steps:

1. Click the Delete icon next to a report.

2. A confirmation modal appears:
   “Are you sure you want to delete the scheduled report?”

3. Click Confirm.

On Success:

• Report is removed from the list

Toast message: "Schedule Report deleted successfully"