Overview
The Call Center Email Reports feature allows supervisors to schedule automated reports delivered directly to their inbox on a recurring basis. Reports can be set to arrive daily, weekly, or monthly and cover a range of call center data types. This feature is accessible to any user logged in with a Call Center Supervisor scope.
How to Set Up Email Reports
- Log into the Portal with a Call Center Supervisor account and navigate to the Call Center screen.
- Click the Reports sub-menu and select Email Reports.
- Choose the delivery frequency: daily, weekly, or monthly. Select the report type or types needed: Call Queue, Agent, Dialed Number, or Summary. The Summary report combines key data from all other types. Any combination of types and frequencies can be selected.
- Enter the relevant time and date settings based on the frequency selected. A daily report requires a delivery time. A weekly report requires a day of the week and a time. A monthly report requires a day of the month and will deliver the previous month’s data on that day. Setting the day to 1 sends a full calendar month of data.
- Complete the basic options and click Next.
- In the advanced options, customize which statistics are included. Available options vary based on the report types selected.
- Add up to four additional email addresses to receive the same reports.
- Check the Attach CSV to Email option to include the full raw data set as an attachment.
- Click Save. Reports will begin arriving at the next scheduled delivery time.