Wouldn’t it be great if you could automatically receive a report of every call you had last week so that you could follow up on new leads? Or how about taking a look at the number of minutes you’ve used each day to see if you’re nearing your plan threshold? With Scheduled Reports, reviewing your usage has never been easier! Just head to the Scheduled Reports link in the Reports section of your web portal where you can schedule reports to run automatically on certain days or intervals.
Set It, and Forget It.
This new feature offers a variety of call statistics that you can choose to receive daily, weekly or monthly. Configure the portal to email you as little or as often as you’d like with metrics from a variety of predefined reports including:
Reports are emailed to your distribution list around midnight EST and cover your requested activity based on the time frame of the report.
Scheduling your reports is great for automatically tracking metrics such as:
To get started, click on the Reports tab from your portal, then click on the Scheduled Reports link. From there, click on the Add New button to create your first scheduled report.
Simply choose the email address(es) you want to receive the report data, the frequency of the report (daily, weekly, or monthly), the dates you want the report to run (configurable up to 6 months from the current date), the type of report (inbound calls, outbound calls, calls per campaign, calls per location, and minutes), and the time frame you want us to pull your call data (yesterday’s data, data from the last 7 days, from the last 14 days, etc.). Once everything is programmed and saved, you’ll automatically receive your reports according to your settings and schedule.
If you have any questions or need more information, please check out our helpdesk article on scheduling reports in your portal.