Schedule Call Log Reports in 8x8 Admin Console
Objective
Schedule a call log report in Admin Console.
Applies To
Call
Log Reports
Admin
Console
Procedure
Account admins have access to detailed call log reports.
These reports can be sent to an email address of your choice on a daily,
weekly, or monthly basis. You can set this up when you create your reports or
you can edit existing reports to include this feature.
Schedule a call log report
Click
the arrow next to the User Profile icon in the top right corner
of your screen.
Select Billing
Call Log from the drop-down. This will bring you to the main
dashboard where you can view or edit call volume reports.
From
the left menu, select Call Details or Call
Summary.
Click New to
create a new report.
Select From
Template or Start Blank and click Select.
If
you chose From Template, select the template and click Create.
Select
the desired Date Range and Metrics. You
can preview your report by click the green Preview icon
in the top right corner of your screen.
Save your
report.
Click
the Schedule Reports icon.
Complete
the fields below. The following fields are required, but you can also set
an End Date and include a Message.
To: Enter the
email addresses to which you want to send this report.
Subject: The
subject will automatically populate with 8x8 Analytics - [Report
Name], but you can edit this by clicking Change.
Frequency:
Choose from Once, Daily, Monday to Friday, First Day of the Month,
Weekly, or Monthly.
Click Schedule.
Click
the Save icon to finalize all changes.
Edit an existing report
Go
to Call Details or Call Summary.
Click More
Options (three dots) next to the report that you want to edit.
Click Edit.
Check
that the Date Range and the Metrics are
set to your desired values. You can preview your report by click the
green Preview icon in the top right corner of your
screen.
Click
the Schedule Reports icon.
Complete
the fields below. The following fields are required, but you can also set
an End Date and include a Message.
To: Enter the
email addresses to which you want to send this report.
Subject: The
subject will automatically populate with 8x8 Analytics - [Report
Name], but you can edit this by clicking Change.
Frequency:
Choose from Once, Daily, Monday to Friday, First Day of the Month,
Weekly, or Monthly.
Click Schedule.
Click
the Save icon to finalize all changes.
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