With Scheduled tasks, JEDWare creates CSV files from your 3CX call data on its own: hourly, daily, weekly or monthly. The file is emailed to you or saved in a folder on the 3CX server, ready for Excel, Power BI or any other tool that reads CSV. Prefer a finished report to read? See scheduled PDF reports.
Before you start
- Scheduled reports are built on your 3CX server, so they add load there. Schedule the heavy ones outside office hours.
- Add [email protected] to your safe senders, so the emails do not end up as spam.
- The JEDWare integration must be running at the time of generation. A report that runs while the server is down is skipped.
Create a scheduled CSV report
- In the left menu, open Report and click Scheduled tasks.
- Choose the CSV Generation tab and click Create CSV in the top right.
- Pick a template from the list. Each template has its own article, linked below.
Every template asks for the same things: a report name, how often it runs, the period it covers, the time of day, and the delivery: by email or as a file in a folder on the 3CX server. Then you tick what to include, which weekdays count and what to leave out. Click Create and the task is scheduled.
Templates
One article per template, with the form and every setting explained:
- Agent report
- Agent report – Outbound
- Agent report – Total
- Department report
- Department report – Total
- Agent Status
- Agent Status Department
- Agent Status Detailed
- Agent Status Detailed Department
- Queue – Availability
- Queue report
- Queue – Per day
- Queue – Inbound Activity
- Ring Group
- All Calls report
- Trunk
- Company total report
The task list
The task list shows every scheduled CSV report with its schedule and last run. From here you can:
- Enable or disable a task with the checkbox, without deleting it.
- Edit a task by clicking its row.
- Delete a task.
- Run now: creates the report immediately, so you can check the result before you trust the schedule.
