Scheduled Agent Report to PDF and e-Mail

3CX Agent Report to PDF

This Agent Report contains data pulled directly from your 3CX Server and include: Extension, FullName, Inbound Answered + Inbound Lost, Outbound Answered + Outbound Lost, Internal Answered + Internal Lost, Total Answered + Total Lost, Answered Percentage and Lost Percentage, Total Talk Time and Average Talk time for each Agent

Besides of the Agent Totals, you will find the overall total for all of the Selected Agents.

The PDF end result for an Agent Report will look similar to the one below. 

How to set up an Agent Report to be sent by e-mail.

You find the Scheduled Tasks from the menu: Reports -> Task. Here you will see our menu headlines, CSV GENERATION, and PDF GENERATION, please click on the PDF GENERATION

This guideline will work you through the PDF Generation for an Agent Report step by step.

If you are looking for Scheduled CSV Reports please have a look here 

To continue to setup your Agent PDF Reports, please click on the menu PDF GENERATION

Click on the Create Button

-and select the Agent Report template from the PDF Report templates in the list.

Click OK, and we are ready to set up the Agent Report

1.) Select the Agents you want in this report (1)

2.) Include in the report, Call types and weekdays (2).

Select the specific settings for your Report selection, eg. only lost Inbound Calls, or as in the selection below, all calls and all days.:

3.) You can use our Exclude settings, (3).

Use exclusions, if you don’t want to report calls shorter than xx seconds, or perhaps Calls with a Talktime shorter than xx Seconds.

4.) Name and schedule the CSV report (4).

4a.) Name the report

4b.) Select the Interval for this Report generation:

Select between daily, weekly, and Monthly.

4c.) Select the Range of this report,

If you selected Daily In the above Interval, you can now select Today or Yesterday

If you selected Weekly, you now have to select a day for this Report generation

If you selected Monthly you will have to select First or Last day of the Month for this report generation

4d.) Now set a Time for your Report Generation

4e.) Select the Date format, 24 Hours, or AM/PM Time / Date format.

4f.) Select your timezone

This can be handy if the server is split between different Countries and this report is to be used at a specific timezone. Eg. the Server is placed in Norway, but the user that needs the report is placed in the US, here you can select a US TimeZone, and the report will use the US local timezone for the creation of this Report.

4g.) Select the orientation of your PDF Paper, Landscape or Portrait

This Report can be e-Mailed only, so give it an email, you can add one or several e-mails for this report (For several, please divide by a comma) We look out for if the email address looks correct and give it a Green Checkmark if it does.

5.) At last, remember to click the Create Button

Your automatic PDF Report is now scheduled to run, and the report will be e-mailed to you, and arrive as soon as it has been created.

6.) Overview of your Scheduled Reports

In the Tasks, you will find your Scheduled Reports. From here you can Enable / Disable the Schedule, you can edit the Scheduled Report, you can Delete your Schedules Report, and you are able to Run the report “right now”, to check out if your report settings are as expected.

7. Happy Reporting:-) 

Find more info for Scheduled PDF Reports in the posts below