Go to Calls > Automated Reports
This area you will be able to Receive an emailed report of your calls on a daily, weekly, or monthly basis. Weekly reports are sent every Monday, and monthly reports are sent by the second business day of each month.
NOTE: The monthly charge for the first report is $25, and $5 for each additional report.
New Report
- To create a report click the “Report” button
- Frequency
- Allows you to set how often you receive reports by setting how you would like to receive them Daily, Weekly, or Monthly by using the drop-down. NOTE: The report will come in at 12:00AM on the day you select to receive it.
- First Day of Week
- Allows you to set the specific day in which you would like the report to start the week by using the drop-down menu.
- Numbers
- Allows you to choose a Number, Number Group or Number Login. To search for a specific number, use the drop-down menu
- Email Recipients
- Allows you to send the automated report to your email
- TimeZone
- Allows you to select which TimeZone the report will be shown in.
- Report Type
- Allows you to select various metrics you would like to show on your automated report by using the drop-down menu. Certain report types, such as Averages by Day of the week, Averages by Hour, and Cost Per Lead Analysis will allow you to use a graphical image. Some report types will allow you to have your report sorted through the way you would like as well as set the minimum duration of a call shows up on the report.
- GraphType
- Allows you to select which graph you would like to have shown on your report.
- Sort By
- Allows you to have your report sorted by the metrics you would like.
- Sort Direction
- Allows you to have your report sorted by the direction of either “Ascending” or “Descending”
- Minimum Duration
- Allows you to select the lowest time a call lasts to be put on your report. Enter the value in the text box to have this applied to your report.
- Save
- Click the confirmation checkbox then click “Save” to confirm changes or “Close” to cancel.