How can I schedule analytics report delivery in my mailbox?
Step 1: Reports can be scheduled by clicking on the three-dot menu in the right-hand corner of the dashboard.
Set Frequency: Report frequency can be set as daily, weekly, monthly, hourly, or custom.
Time: Specific time can be selected to schedule the report.
Receiver Email: You can add the email addresses of every recipient who should receive this report. You can also add people not added as users on your account
Report Format: Reports are available in three formats:
PDF
CSV
PNG image file
Filters are also available to customize the reports as per business consumption.
Date Range: To define the date range of the report.
Uploaded by: This filter helps to sort the report according to users who have uploaded a specific number.
Number Group: Sort the report basis Number Groups.
Badge: Filter the report based on the Verified or Priority Badge.
Display Name: Filter as per the Caller ID being used.
Phone Numbers: Filter basis on each number uploaded.
The scheduling functionality also has some advanced options:
Custom Message: A custom message can be added to the email report to add more context for the receivers.
Paper Size: This option is available to customize the size of the report; various options are available like A4, Letter, A1, etc.
Delivery Time zone: Time zone customization is also available to schedule reports.
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