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Customizing Scheduled Reports

The Scheduled Reports module allows you to configure various inputs to create tailored reports for your Dialer Results and Dialer Campaigns. This section details the available inputs and their purpose.

Inputs for Customizing Reports​

1. Report Format​

  • Required: Yes
  • Options: CSV, XLSX, PDF
  • Purpose: Select the file format for the report. Choose between CSV (for lightweight data export), XLSX (for detailed spreadsheets), or PDF (for formatted, print-ready output).

⚠️ Note: PDF reports are known to be heavy for large datasets. For best performance with large record sets, prefer CSV or XLSX.

2. Email To​

  • Required: Yes
  • Type: Email
  • Purpose: Specify the recipients of the report. You can add multiple email addresses to distribute the report to a group.

3. Notes​

  • Optional: Yes
  • Purpose: Add additional information or comments about the report. These notes can provide context or special instructions for recipients.

4. Preferred Time of Day​

  • Required: Yes
  • Type: Time
  • Purpose: Specify the exact time of day when the report should be generated and sent.

5. Frequency​

  • Required: Yes

  • Options: daily, weekly, monthly, quarterly, annually, custom

  • Purpose: Define how often the report should be sent.

    • Daily: Report is sent every day.

      • Recurrence Types: everyday, weekdays

    • Weekly: Report is sent once a week.

      • Recurrence Types: specific (specific days of the week)

    • Monthly: Report is sent once a month.

      • Recurrence Types:
        • specific (specific dates)
        • first day of the month
        • last day of the month
        • first selected day of the month
        • second selected day of the month
        • third selected day of the month

    • Quarterly: Report is sent every three months.

      • Recurrence Types:
        • on the first day of each quarter
        • on the last day of each quarter

    • Annually: Report is sent once a year.

      • Recurrence Types: specific (specific day and month)

    • Custom: Define a custom interval for sending reports.

      • Recurrence Types:
        • every X days
        • every X weeks

6. Date Range​

  • Required: Yes
  • Options:
    • today
    • yesterday
    • last 7 days
    • last 30 days
    • last 3 months
    • last month
    • last quarter
    • last year
    • month to date
    • quarter to date
    • year to date
  • Purpose: Specify the time period of data to include in the report.

7. Start and End Dates​

  • Type: Date
  • Purpose: Use these when the preset Date Range options (section 6) don't cover your exact needs. For example, if you need a report spanning a specific quarter from a previous year, set the Start Date and End Date explicitly instead of relying on a rolling preset like last quarter.
    • Start Date: The beginning of the reporting period.
    • End Date: (Optional) The end of the reporting period. If left blank, the report includes all data from the start date up to the time of generation.

⚠️ Note: When Start and End Dates are set, they take precedence over the Date Range preset selection.

8. Calendar Preview​

  • Purpose: Visualize the recurrence and scheduling of the report. This calendar provides an overview of the selected dates based on the applied frequency, active days, and recurrence type.

⚠️ Note: Ensure all required fields are completed to save and activate the scheduled report successfully.