Scheduled Reports in Teams PowerPack

Teams PowerPack - CX: How to Create and Manage Scheduled Reports

This article provides a full guide on utilizing the Scheduled Reports feature in Teams PowerPack - Call Analytics & CX. Administrators can automate delivery of key call analytics reports to internal recipients via email, containing a hyperlink to the filtered report in Teams PowerPack. (File attachments coming soon.)


Accessing Scheduled Reports
  1. Log in to your Teams PowerPack Portal
  2. Access your product, either Teams PowerPack - Call Analytics or CX
  3. Navigate to the left-hand menu
  4. Under the "Admin Console" section, select "Scheduled Reports"

Scheduled Reports Overview

Upon accessing the "Scheduled Reports" view, you will find a filtered section designed to help you manage your existing Scheduled Reports:

1. Filter reports by their type: 
Call Analytics
CX
Available options include:
Calls
Calls
Calling Plans Outbound Calls (beta)
Agents
Internal Calls
Missed
Call Queues Summary (beta)
Abandoned

Dropped

Callbacks
Not Handled

Call X-Ray

Raw Data

2. Select a start and end date or use presets like "Today" for reports scheduled now.

3. Filter reports by the recipients configured to receive them,
Important Note on Recipients: Scheduled Reports can only be sent to users who are actively included within your Teams PowerPack Portal. It is not possible to send these reports to external email addresses.

Email Sender: All scheduled reports will be sent from noreply@teamspowerpack.com with the name of the report specified in the schedule as email subject.


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.