Create, edit and request regular reports
VisualGroups usage reports are created for a defined time period and sent to the given e-mail address. You can create different types of user reports (daily, weekly, monthly) and define individual settings for each of these usage reports. You can also request reports on past periods and generate them on demand.
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In some cases the start and end time of the logging time may differ from the defined time. The logging time is automatically extended if calls are detected outside the defined time.
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Reports are created and sent via email within 30 minutes after the defined logging time.
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How to create and edit reports on a regular basis
1 Select “Administration | Reporting | Reports” in the main menu of the web portal.
The list of your VisualGroups usage reports appears with following information:
Name of the report
Interval
Time when the last usage report was created
2 Click on “Add” or activate the checkbox in the line of the corresponding usage report and click on “Edit”.
| When saving and processing personal data, observe the respective applicable legal data protection regulations. |
4 By assigning the available queues, you can specify which queue(s) will be included in the report. You can assign the selected queue(s) using the arrow icons.
| If you assign multiple queues, an additional report is sent with the total of all assigned queues. |
5 In order to do this, select the checkbox for the desired queue(s) and click on the corresponding arrow.
6 Click on "Save”.
The report will be created according to your settings and sent to the specified email address(es).
This is how you request a report (resend reports)
1 Select “Administration | Reporting | Request a report” in the main menu of the web portal.
The request a report page will be shown.
| The available time periods are eventually limited by the configured data protection settings. |
2 Select the desired report from the “Report configurations” dropdown list.
3 Select the desired period of the report from the “Time frame” dropdown list.
4 Click on “Request”.
The report is now in progress and will be delivered within 30 minutes.
How to delete a report
1 In the menu select “Reporting | Reports”.
The list of your VisualGroups reports appears.
2 Activate the checkbox in the line of the corresponding usage report and click on “Delete”.
Last modified date: 12.12.2019