How to Configure Automated Reports in New Portal

Introduction

Delacon's automated reports allow you to directly send call reports from your record to selected email addresses on a daily, weekly and monthly basis. This allows you to schedule when you want to receive your call information – at a time that is convenient for your reporting needs.

There are 2 automated report types available:

1) Detailed Call Report
2) Call Summary Dashboard Report

Configure Automated Reports

Step 1: Log in to the Delacon portal

Step 2: Navigate to Configuration -> Automated Report

Step 3: To generate a new report, click the Add New button

A New Report pop-up window will appear

Step 4: For Report Type, select Detail Call Report or Summary Report

Step 5: Select CID

These are the CIDs applicable to the report you are creating.

You can select more than one CID at the same time, or, click ‘select all’ and all CIDs will be selected
You can search for a particular CID
You can view the number of selected CIDs

Step 6: Select Report Fields

These are the data fields that will be included in the report. Unneeded information can be removed as required.

You can select more than one report field at the same time, or, click ‘select all’ and all report fields will be selected
You can search for a particular report field
You can view the number of selected report fields

Step 7: Select Filter Call Type (for Detailed Call Report Only)

The types of calls that will be included in the report are: Normal (answered), Busy and No Answer calls. These can be included/excluded as needed.

You can select more than one call type at the same time, or, click ‘select all’ and all call types will be selected
You can search for a particular call type
You can view the number of selected call types

Step 8: Select Report Format as either CSV, PDF, or HTML in email

Step 9: In Set Preference:

Select what Start Date, Frequency, and Send Time you want

Start Date - The day the first report will be sent
Frequency - Whether the report will be received daily, weekly or monthly
Send Time - The time of day the report will be sent

Step 10: Navigate to Email Section

From Email: autosend@delaconcorp.com is the default email address. If you prefer any other From Email address, please contact Delacon.

To Email: You can insert more than one email address in the box using a semicolon (;) or you can press enter on your keyboard.

Step 11: Email Body

Based on the report type, there will already be a template provided in the Email Body, but you can rewrite the email contents to your preference

Step 12: Click the Save button. If your save is successful, you will be able to see “Successfully created” at the top of the pop-up window next to New Report