Ability to schedule sending reports

For years my company has tracked our answer rate and callrail efficacy every Monday by exporting data and adding them to reports for our teams to review.

It would be extremely helpful to have our preset reports sent to us at 8 am, or scheduled time, instead of exporting data every week. 



Date Votes
  • Official comment

    Hey Liz,

    Scheduled reports can be set up to send custom reports to your email on a regular basis. Here's an article that goes into more detail about this. 

    If this is not what you're referencing, or if there is more functionality here you're looking for, please don't hesitate to let me know!

  • Thank you Robin,

    This is wonderful - when was this feature launched? I had no idea this was available, I know I checked some time in the last 6+ months

  • This feature was launched April 2022. I'm happy to hear this is helpful for you and your team! 

  •  @... is there a way to set a time to send? I think that the essential issue is that we need the reports to go out before noon every Monday, but when I set these up previously, they don't have a way to trigger scheduled emails at the same time each week for reporting consistency.

  • Hey Liz!

    A specific time cannot be selected. Scheduled report emails are sent out at the following days and times:

    1. Daily scheduled report emails are sent every day around 8:00 AM of the selected company's time zone.
    2. Weekly scheduled report emails are sent every Monday around 1:00 PM of the selected company's time zone.
    3. Monthly scheduled report emails are sent on the first of each month around 1:00 PM of the selected company's time zone.

    Let me know if you have any other questions!


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