In the JEDWare left menu, click Report -> Scheduled tasks, and click on the top menu CSV GENERATION, and here you click on the create button.
We do offer templates for:
As a start, select the Group you want to include in this report by Click and select, remember to click on the Group you want to add, and please note that you will only be able to select one Group for each report.
Select the specific settings for your Report selection, eg. only lost Inbound Calls, or as in the selection below, all calls and all days.:
Use exclusions, if you don’t want to report calls shorter than xx seconds.
Daily, Weekly, or Monthly
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
Select between 24 Hours, or AM/PM Time in the Date format.
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.
Select either by e-Mail or by File Upload
E-mail is quite simple, 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.
If you select File upload, there are several things you have to have in your mind. We look out for if the path looks correct and give it a Green Checkmark if it does, but we cannot see if the folder exists and if the right rights are in place for this destination folder.
First, please choose the directory where you want your CSV files to be stored.
PLEASE NOTE, your 3CX Server has to have access to the folder you chose as the destination folder. We cannot check these rights from JEDWare, so make sure that your 3CX Server has the right to write in the said folder.
Linux: /folder –
Example: if /opt then the file will be found at /opt/callhistory_xx-xx-2023.csv
Example: if C:/CSVfiles then the file will be found at C:/CSVfiles/callhistory_xx-xx-2023.csv
Your automatic CSV generation is now scheduled to run. If you chose to save as File on your Harddisk, you will be able to find the CSV files in the directory you have chosen, after the Time of generation, and if you selected to have the report e-mailed to you, it will arrive as soon as it has been created.
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.
Find more info for Scheduled PDF Reports in the posts below
Scheduled 3CX Queue – Per Day Report to PDF and e-Mail News from JEDWare Integration 126.96.36.199 JEDWare´s 3CX QUEUE –