---
title: Reporting
description: "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](/account/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.**

:::note
If the page shows **Error** with a **Retry** button, the reporting service did not
answer. Choose **Retry**; if it persists, reload the page or contact support. The
scheduled emails already set up are unaffected.
:::

## Who receives it

Owners and administrators of the company. A member with the **User** role does not
receive it; see [Members](/account/members) for roles. Each recipient can still
switch the email off for themselves with **Scheduled Client Report** under
Notifications.

## Related

- [Notifications](/account/notifications)
- [Members](/account/members)
- [Dashboard](/operate/dashboard)