Creating a New Scheduled Report

To create a new automated report schedule, follow these steps:

1. From the "Scheduled Reports" view, click on the "Add Scheduled Report" button, located on the right side of the screen.

2. A configuration panel or pop-up will appear. Populate the following fields:

   • Report Title: Enter a descriptive title for your report (e.g., "Weekly Outbound Call Summary - Sales Team"). This title will appear in the subject line of the email.
   • Report Type: Select the type of report you wish to schedule from the dropdown menu. Options correspond to the available report types within Teams PowerPack - Call Analytics or CX.
   • Report Date: Specify the date range for the data that the report will cover. Date ranges are predefined (e.g., "Last 7 days," "Yesterday," "This Month").
   • Recipients: Select the internal Teams PowerPack Portal users who will receive this report. You can select multiple recipients.
   • Frequency: Define how often you want the report to be sent. Common frequency options include:
     • Daily
     • Weekly
     • Monthly
     • Specific days of the week/month (depending on the frequency selected)

3. Send Test Report: Before saving, it is highly recommended to click the "Send Test Report" button. This will send a one-time test report to the configured recipients, allowing you to verify that all settings are correct and the report content is as expected.

4. Once all fields are configured and you are satisfied with the test report (if performed), click "Schedule report" to create and save your new scheduled report.

Managing Existing Scheduled Reports

From the main "Scheduled Reports" view, you can:

• Edit: Modify the settings of an existing scheduled report.
• Delete: Remove a scheduled report.

Important Limit: Please note that you are limited to creating a maximum of 10 active scheduled reports at any given time. If you reach this limit, you will need to delete an existing report before creating a new one.

This new feature empowers Teams PowerPack administrators to ensure key call analytics data is consistently and automatically delivered to the right internal stakeholders, fostering proactive decision-making and improved operational efficiency.