The reports scheduler helps you get your periodic reports into your inbox directly. You can also schedule these reports for your colleagues and management. The scheduler allows you to schedule One Report at a time and with one frequency (Hourly, Daily, weekly, monthly, Current month to date).

This helps in keeping track of the workflow in the contact center at the required frequency.

Supervisors and Business heads of Inbound contact centers will find this report useful as they receive regular reports according to the frequency set.

Run Scheduler Report

Follow the instructions to schedule a report:

Click the Scheduler option on the top right side menu, as shown below.
Fill in the fields in the next window. Fields descriptions are given below.

Fields	Description
Job Name	This is an identifier for the scheduler job you are creating for sending automated email reports. You can put any name/number in this field as convenient. It is a mandatory field.
Email IDs	Can give multiple email IDs with comma separation.
Email Subject	Subject of the email sent.
Email Message	If any message is to be sent along the email.
Select Date and Time	The date and time when the email is required to be sent.
Reports	Select any of the reports available in the menu from the dropdown.
Export Type	The export types allowed are Excel, CSV & PDF files.
Frequency	The frequency of the scheduler can be set to 1. Once – This means the report will be emailed to you only once. 2. Hourly – If it is an hourly report and you want it every hour to your email (usually this is not suggested for Hourly reports, and it is better to look at it directly in the portal). 3. Daily – for any report which is needed to be in your inbox daily. 4. Weekly – for any report you need once a week. 5. Monthly – for any report you need for your monthly reviews with agents.

Click continue then fill in the fields as per the requirement. Fields and their descriptions are given below:

Fields	Description
From Date	Gives you the option to select the frequency in which you want the report to be generated.
To Date	Gives you the option to select the frequency in which you want the report to be generated.
Campaigns	Select the list of campaigns
Agents	Select the list of agents
CallTypes	Select the call types - Manual / Inbound / Progressive / Preview / Predictive / Mail / IVR

Click Confirm to have the selected report scheduled to the provided email.

Push Reports to your Cloud Storage

The CloudAgent platform now enables customers to seamlessly push reports to their own cloud storage. Here's how to set it up:

Step 1: Connect to Your Cloud Storage

You can integrate with any of the following cloud providers: AWS (via Key or ARN), Azure, or GCP. To connect:

Navigate to Admin > Settings > Integrations > Operational > Cloud Storage.
Select your preferred cloud storage provider and enter the required details, such as access key, bucket name, and folder path, based on the provider you choose.

Step 2: Configure Report Scheduling

Once connected, you can schedule reports for automatic upload via the Reports Scheduler. To do this:

Go to the Historic Reports page.
Access the Scheduler Reports.
Select the reports you wish to push from the available options:
1. Call Detail Miscellaneous
2. Agent Login Detail Miscellaneous
3. Call Master Miscellaneous
4. Agent Breaks Miscellaneous
5. Agent State Summary
Choose the connection you set up in Step 1.
Select the desired date range, time period, and frequency for pushing the reports.
Once the details are filled in, click confirm to save the configuration.