Scheduled Reports

Schedule any report to be automatically generated and emailed to recipients on a recurring basis. Scheduled reports eliminate the need to manually run and distribute reports, ensuring stakeholders always have fresh data without logging into the platform.

Creating a Schedule

1. Navigate to Reports > Scheduled
2. Click New Schedule
3. Configure the schedule parameters:

Setting	Description
Report Type	Which report to generate (any of the 14 standard reports or saved custom reports)
Filters	Campaign, agent, date range parameters baked into the schedule
Frequency	Daily, weekly, monthly, or custom
Recipients	Email addresses to receive the report (comma-separated for multiple recipients)
Format	PDF attachment, CSV attachment, or inline HTML
Time	What time of day to send (in the server’s timezone)

Tip

Schedule daily reports to arrive 30 minutes before your morning standup. Managers can review performance data before the meeting starts, leading to more productive discussions.

Frequency Options

Frequency	Description
Daily	Sent every day with the previous day’s data. Best for operational metrics that need daily attention.
Weekly	Sent weekly on a day you choose (e.g., every Monday) with the past week’s data. Good for management summaries.
Monthly	Sent on the 1st of each month with the previous month’s data. Ideal for executive reviews and billing reconciliation.
Custom	Define your own schedule for non-standard cadences.

Managing Schedules

• Enable/Disable — toggle schedules on or off without deleting them (useful for seasonal campaigns)
• Edit — change recipients, filters, or frequency at any time
• Delete — permanently remove a schedule
• View History — see past deliveries and their status (delivered, failed, pending retry)

Note

Failed deliveries are retried automatically. If a delivery fails three times, the schedule is flagged for review. Check Admin > Scheduled Jobs for detailed error logs.

Email Format

Reports are delivered as professionally formatted emails with:

• Your platform logo and name (pulled from branding settings)
• Report title and date range clearly displayed in the header
• Data in your chosen format (PDF, CSV, or HTML table embedded in the email body)
• A direct link back to the platform for interactive viewing and drill-down

Prerequisites

Scheduled reports require a working email configuration:

1. Configure SMTP settings at Admin > Settings > Email (see Email Integration)
2. Verify delivery by sending a test email before creating schedules
3. Ensure your SMTP provider allows the volume of emails your schedules will generate

Caution

If email is not configured, schedules will be created but deliveries will fail silently. Always verify email works with the Send Test Email button before relying on scheduled reports.

Common Schedules

Here are schedules that most operations teams set up:

Schedule	Report	Frequency	Recipients
Morning Brief	Campaign Summary	Daily	Supervisors, Managers
Weekly Scorecard	Agent Performance	Weekly (Monday)	Team Leads
Monthly Executive	Executive Dashboard	Monthly	Directors, VPs
Compliance Audit	CDR Report	Weekly (Friday)	Compliance Team
Revenue Review	ROI Report	Weekly (Monday)	Finance, Operations