How do I create an automated calltime report?
If you want to create a calltime report that recaps the interactions from calltime and automatically sends it to select users in your platform at a frequency of your choosing (daily, weekly, monthly), follow the instructions below:
1. Select the interactions tab and select apply filter. Apply a filter for Date.
2. If you want to receive a nightly report of all calltime activity that happened that day select the "less than 7 days ago" option and adjust the number to less than "1" day ago. If you wish to receive a weekly report, keep the number at 7 days ago. If you want to receive a monthly report, you can adjust it to less than 31 days ago or use the previous month option if you plan to send this report out on the 1st of each month. Do not use the custom date range for this scheduled export as those dates will not be dynamic and will continue to send you the same data set in each export.
3. From the export side panel you can add a name or a description to your scheduled export. Choose a data export type from the available offers or choose custom to hand select your export criteria. Click here to read more about export types and how to customize an export. If you are choosing the custom export option make sure to at least include the items in the screenshot below for a calltime interaction export. Lastly, you'll also see an option to toggle a button on to schedule for later, toggle to yes.
4. Next you will be able to choose the frequency at which you receive this export, what time you want to receive the export, and which users you want to receive the export. These future exports will be sent to you and any users in your platform at the email address provided in the user settings.
5. If you need to change something about your scheduled export you can select the Exports tab and select the Scheduled Exports option. Select the ... to the far right of the export you wish to modify. Select Edit Scheduled Export to edit the frequency, day of week, time, timezone, or recipients. To pause a scheduled export temporarily, choose the Deactivate Scheduled Export option, you'll be able to reactivate it whenever you wish to resume the scheduled exports. To stop sending scheduled exports choose the Archive Scheduled Export option.