Build and schedule call reports delivered to selected recipients by email.
Overview
Automated Reports lets you choose the information included in a report and schedule its delivery by email.
Create a Report
- Open Reports > Automated Reports and click the plus icon.
- Choose a template as your starting point.
- Name the report and select recipients and report subjects.
- Choose the call data or communication information to include. Hover over an option for its description.
- Set the delivery frequency and time.
- Select the time range the report should cover. Add another range if you need separate periods.
- Click Create Report to activate it.
Manage Reports
Existing reports can be edited to change their content or schedule.
NOVA Sentiment Reporting
For NOVA-enabled call analysis, use the NOVA Sentiment template or add sentiment metrics to a report. Available metrics include calls transcribed, average sentiment, ending sentiment, and sentiment by user.
DID Reports
Under Phone Reports, the DID Report shows calls for a selected phone number across direct calls, ring groups, and queues. Use its filters to narrow the date range, call type, and phone number.
