Scheduled Reports

Dialpad will deliver scheduled reports to your email address as frequently as necessary. You're likely running the same reports as part of a routine, and now you can automate that process using scheduled reports.

Let's take a look at scheduled reports in Dialpad.

Create a Scheduled Report

To create a scheduled report, head to your Admin Portal at Dialpad.com 

1. Select Analytics
2. Select the desired analytics tab
3. Select Export (.CSV)
4. Select Schedule 
5. Name the report (this will be the email's subject line)
6. Choose how often you'd like to receive the report
   • You'll also need to choose the exact time that Dialpad delivers the report
7. Choose which report you'd like to receive
8. Click Save Changes

Delete a Scheduled Report

To delete a scheduled report, head to Dialpad.com 

1. Select Your Settings
2. Select Emails and Settings 
3. Navigate to Scheduled Reports 
4. Click the options menu beside the report you'd like to delete
5. Select Delete schedule
6. Confirm the deletion

Edit a Scheduled Report

To edit a scheduled report, head to Dialpad.com 

1. Select Your Settings
2. Select Emails and Settings 
3. Navigate to Scheduled Reports 
4. Click the options menu beside the report you'd like to delete
5. Select View and Edit Schedule 
6. Enter the desired changes
7. Select Save Changes

Frequently Asked Questions 

Can I schedule reports for someone else?

No, scheduled reports are created by and for the user receiving them. You can, however, set up a rule in your email inbox to automatically forward the report.

Do any of the additional filters apply when scheduling reports?

Only the target filter is used. If you apply other filters before creating a new scheduled report, those will be ignored.

What time range will I receive data for?

It depends on the frequency. If you choose daily, you'll be sent results for the previous day. If you choose weekly or monthly, it will be for the previous week or month.

Why didn't I get all the data after choosing the 'daily' frequency?

Data is loaded into the system periodically; if you asked for a daily report to be delivered at 8 AM, it's possible that the job will not be complete by then. We're actively working to improve this, but, in the meantime, scheduling daily reports for later in the day (such as at 1 PM) is recommended.

How long do I have to open the report sent to me via email?

The link will expire after 72 hours.