With Scheduled tasks, JEDWare builds a finished PDF report from your 3CX call data and emails it to the people who need it: the department manager every Monday, the team every morning, the board once a month. Need the raw data instead? See scheduled CSV 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 PDF report
- In the left menu, open Report and click Scheduled tasks.
- Choose the PDF Generation tab and click Create PDF 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 email addresses it goes to. 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:
The task list
The task list shows every scheduled PDF 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.
