- 13 Sep 2024
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Scheduled Reports
- Updated on 13 Sep 2024
- 1 Minute to read
- Print
- DarkLight
- PDF
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 why not automate that process using scheduled reports?
Let's dive into the details.
Create a scheduled report
Automating scheduled reports eliminates the need to search through systems or rush to run reports last-minute. It helps admins track team performance and adjust strategies more effectively.
To create a scheduled report, head to your Dialpad Admin Portal.
- Select Analytics
- Select the desired analytics tab
- Select Export (.CSV)
- Select Schedule
- Name the report
- The report name will be the email's subject
- Choose how often you'd like to receive the report
- Select your desired Report Options
- Select Save Changes
Delete a scheduled report
To delete a scheduled report, head to your Dialpad Admin Portal.
- Select Your Settings
- Select Emails and Alerts
- Navigate to Scheduled Reports
- Select the options menu beside the report you'd like to delete
- Select Delete schedule
- Confirm deletion
Edit a scheduled report
To edit a scheduled report, head to the Dialpad Admin Portal.
- Select Your Settings
- Select Emails and Alerts
- Navigate to Scheduled Reports
- Select the options menu beside the report you'd like to delete
- Select View and Edit Schedule
- Enter the desired changes
- Select Save Changes
Frequently asked questions
Can I schedule reports for someone else?
No. Scheduled reports must be created by 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.