Automated Call Log Reports

A number of call log reports available to Customers may be automated, causing them to be generated automatically on a daily or weekly basis. This is a paid feature that must be enabled on a per-Customer basis.

All reports generated by this feature will include all calls for the selected Customer. If you want to narrow the scope of an automated report—for example, to only include calls to a specific service—contact a system Administrator to request this. It's possible to request multiple variants of the same report, if needed.

Such reports are stored for a set number of days, and can also be delivered via e-mail or FTP. Storage is subject to a charge dependent on the price list allocated to this feature.

Stored reports can be accessed via the Stored Call Log Reports link on the Customer's resources page.

Implementation

The following describes how to enable automation for individual Customer reports.

  1. Access the intended Customer's settings.

    1. Access the details page for the intended Customer.

      1. Type the Customer’s name into the search field at the top of any page.
      2. Click the intended Customer in the search results. This opens the Customer Details page.
    1. Select the Customer Settings tab.
  1. If the Automated Call Log Reports feature has not already been switched on for the intended Customer , do this now.
    1. Under Features, locate the Automated Call Log Reports section.
    2. Tick the Allow the Customer to request pregenerated call log reports check box.
    3. Use the corresponding Use Price List drop-down to select a price list to apply to this feature.
    4. Click Save Changes at the bottom of the page. The page will update, revealing the fields needed for the remainder of this process.
  2. Locate the intended report in the list provided, and click its Enable check box.
  3. All automated reports are run daily at approximately 3am, UK time. Some reports may be run weekly instead, at the same time on a Sunday. If you want to do this for a particular report, select its Weekly radio button.
  4. If you want the report to be e-mailed and not via FTP:
    1. Tick its Email check box.
    2. Provide a suitable E-mail To address. This will default to the primary e-mail associated with the Customer.
  5. If you want the report to be sent by FTP and not via e-mail:
    1. Tick its FTP check box.
    2. Click Save Changes at the bottom of the page. This will update the page and display fields for configuring FTP.
    3. Using the corresponding FTP Details form, enter the details necessary to deliver the report by FTP, including an e-mail address to send notifications of failure to deliver.

      Contact a system Administrator if you require assistance configuring this feature.

  6. By default, all automatically generated reports are stored for 7 days after the date they are created. To change the storage duration, alter the number in the corresponding Keep Days field. For example, changing this value to 0 would cause the report to be kept for the day it was created, then deleted the day after.
  7. For the Collected Data Report only, due to the size of this report it is compressed (zipped) before being sent. If you want to protect the zipped file with a password, type it into the Zip Password field.