We are pleased to introduce the new feature of scheduling a 3CX Group Report to be generated in PDF format and automatically sent via email. This enhancement allows you to access vital data directly from your 3CX Server, providing a comprehensive overview of your team’s performance.
Not only does the report provide individual agent totals, but it also presents an overall total for the entire selected group. This enables you to analyze your team’s collective performance effectively.
The PDF generated for the Group Report is professionally designed, ensuring readability and clarity. You can quickly share this document with stakeholders, managers, or team members for in-depth analysis and performance reviews.
To make the process even more convenient, you can schedule the report to be generated at specific intervals, such as daily, weekly, or monthly. Once generated, the PDF report will be automatically sent to the designated email addresses, ensuring that you stay up-to-date with your team’s performance effortlessly.
With the Scheduled 3CX Group Report to PDF and e-Mail feature, you can gain valuable insights into your team’s call activities and make data-driven decisions to enhance productivity and customer satisfaction. Say goodbye to manual report generation and embrace this automated solution for a more efficient and data-centric approach to managing your 3CX call center.
If you are looking for Scheduled CSV Reports please have a look here
To continue to setup your Group PDF Reports, please click on the menu PDF GENERATION
Click on the Create Button
-and select the Group Report template from the PDF Report templates in the list.
Click OK, and we are ready to set up the Group 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.
4a.) Name the report
4b.) Select the Interval for this Report generation:
You can select between Daily, Weekly, and Monthly Reports
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 the Time for your Report Generation
4e.) Select the Date format,
Select 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 this report
4h.) Select the e-Mail that shall receive this report
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.) In the top you will find the help button, that leads you to this help page
6.) At last, remember to click the Create Button
If you are changing an existing report, this Button will change to “Update”
Your automatic PDF generation is now scheduled to run and will send the report to you, it will arrive as soon as it has been created according to the schedule.
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.
8. Happy Reporting:-)
Find more info for Scheduled Reports in the posts below
Scheduled Queue – Per Day Report to CSV upload or e-Mail JEDWare QUEUE – Per Day Report This Report will
Scheduled All-Calls Report to CSV upload or e-Mail JEDWare All Call Report The CSV file have the following format: is_answered,