Reporting
Schedule a company-wide calling summary, emailed to owners and administrators on the days you choose. Settings > Reporting.
Settings > Reporting schedules a company-wide calling summary that is emailed to owners and administrators. It is the source of the Scheduled Client Report email listed under Notifications: the report covers calling, campaigns, outcomes, agents and credits across the whole company, not one workspace.
Open Settings, then Reporting in the Account group of the settings sidebar.
Set the schedule
| Field | What it sets |
|---|---|
| Scheduled reports | Turns the report on or off. Off by default. |
| Frequency | Weekly or Monthly. |
| Day of week | For a weekly report, the day it is sent. |
| Day of month | For a monthly report, the day it is sent, from 1 to 28. |
| Send time | The time of day it is sent. |
The schedule uses the timezone shown under the fields. Choose Save reporting schedule; Reporting schedule saved. confirms it, and while the report is on the page shows the date of the Next report.
Only an owner or administrator can change the schedule. Other members see the form read-only, with Only an owner or administrator can change reporting.
Who receives it
Owners and administrators of the company. A member with the User role does not receive it; see Members for roles. Each recipient can still switch the email off for themselves with Scheduled Client Report under Notifications.