How To Schedule Call Reports On Yeastar P-Series Cloud PBX

This guide is for Yeastar P-Series Cloud PBX users who want to schedule call reports to be automatically emailed to recipients at a set time.

A scheduled call report provides a visual summary of call statistics for selected objects over a chosen time period. Reports are sent at regular intervals via email and include a downloadable link in CSV, XLS, or PDF format.

Steps To Schedule Call Reports:

1. Log in to the PBX web portal and go to Reports and Recordings > Call Reports.
2. Click 'Add Report' under the Scheduled Reports tab.
   
3. From the Report Type drop-down menu, select the report type and choose the objects you want to include in the report.

Parameter Descriptions:

1. Communication Type: Choose from Inbound, Outbound, Internal, Inbound/Outbound, or All. This filters call statistics in:
   
1. Extension Call Statistics
   
2. Extension Call Activity
   
3. Trunk Activity
   
4. DID/Outbound Caller ID Activity

1. Short Abandoned Calls: Set a time limit for excluding short abandoned calls from the report. Filters available in:
   
1. Queue Performance
   
2. Queue Performance Activity
   
3. Agent Missed Call Activity
   
4. Agent Performance
   
   
2. Organisation: Select one or more departments to include calls from those departments and their sub-departments. Available when the Organisation Management feature is enabled. Filter call statistics in:
1. Extension Call Statistics
   
2. Extension Call Activity
   
3. Extension Call Accounting
   
4. Extension Call Accounting Details
   
   4. Schedule the report.
   

1. Time: Specify the time frame the report should cover.
   
2. Report Name: Enter a name to easily identify the report.
   
3. Email Address: Add recipients' email addresses, separated by semicolons. The report will be sent at the specified time.
   
4. Report Frequency:
   
1. Once: Sends immediately after saving.
   
2. Daily: Sends at a chosen time each day.
   
3. Weekly: Sends at a chosen time of a selected day each week.
   
4. Monthly: Sends on a chosen day and time each month.
   
5. Download Link Validity: Set how long the download link remains active.
   
6. Format: Choose between CSV, XLS, or PDF.
   

5. Click Save.

The Result:

On the Scheduled Reports tab, check the status of the scheduled call report.

1. Finished: The one-time report has been sent to recipients.
   
2. Scheduled: The report is active and will be sent at the specified time.

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