Configure your Email reports

It is possible to receive automatically call statistics reports by email.

Create an email report

To create a report by email, go to the Reports tab and select the report you wish to receive by email.

Hover over the Export button and click on Share by email.

The form for creating a report by email appears.

To finalize the creation of the report by email, you just have to complete it, following the different steps:

1. Set up an email subject.
2. Indicate a sending frequency:
   • Every day
   • Every week, on Monday
   • Every month, on the 1st
3. Select a time to send the data: this time corresponds to the sending trigger. If you have received many calls over time, the reception of the email may take a few minutes.
4. Set the format of the attachment file:
   • CSV (not available for Call History)
   • XLSX 
   • Both (if available)
5. Specify the recipients who will receive this report by email.

All recipients of these reports must be users of the account. If you register a recipient and he/she is not already declared as a user of the account, an invitation to join the account as an analyst will be sent to him/her. This recipient will receive the report by email, only after accepting the invitation.

Manage and modify email reports

It is possible to manage and modify the email reports that you have created.

To do so, go to the Report tab, then select Email report in the Customization category sidebar.

You will then find the list of all the reports you have created and/or subscribed to.

If you are the creator of the report by email:

• You can trigger an immediate sending (by clicking on the envelope icon).
• You can modify and/or delete the report.

If you are subscribed to the report by email:

You can unsubscribe from the report.