Schedule Call Data Reports

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How to Create Scheduled Call Data Reports  You must be in the Manage Organization view to access scheduled reports.  Manage and Download Reports 

Within the Manage Organization view, the Call History section offers call data reports sent to your email. 

How to Create Scheduled Call Data Reports 

You must be in the Manage Organization view to access scheduled reports. 

If you do not see these options in the Call History section, you are in My Account's view Call History tab. 

  1. Ensure you are in the Manage Organization view and click the Call History tab.
  2. Click Scheduled Exports. 
  3. Click New Export. 
  4. Enter the basic settings for the report, you will have slightly different options depending on the type you pick: 
    1. Name 
    2. Type (monthly, weekly, daily or custom) 
    3. Also run this export immediately
    4. After Completion (do nothing, email attachment)
    5. Email Notification 
    6. Enter your email
  5. Click Next.
  6. Enter the configuration options for your exported report:
    1. User (leave blank for all users) 
    2. Include/exclude inbound calls  
    3. Include/exclude outbound calls 
    4. Include headers
    5. Off-net calls only (only calls to non-n2p numbers)
    6. Format (always set to advance)

Manage and Download Reports 

Once you have created a report, you will see it in the scheduled exports section. You can manage multiple reports here. You can edit, download, and delete reports using the buttons on the right side, as shown in the image below.

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