Schedule automated reports

Set up recurring reports on your customers, billing, or usage that are emailed to you (or your team) automatically, without having to log in and export manually.

Who this is for: partner admins

Before you start

• You need portal access to the Phonovo Partner Portal, and your partner user account needs the view_analytics permission — ask your partner admin if you can't see Scheduled Reports in the rail.
• Have the email addresses of everyone who should receive the report ready before you start.

Steps

1. In the left rail, select Insights, then choose Scheduled Reports from the panel that opens (the same panel also lists Analytics).
2. Select Create Schedule.
3. Give the schedule a Report Name, then choose a Report Type:
   • Customer List — all customers with their status and usage.
   • Billing Summary — your revenue and billing data.
   • Usage Report — extensions, DIDs, and call minutes.
4. Choose a Format (CSV or PDF) and a Frequency (Daily, Weekly, or Monthly).
5. If you chose Weekly, pick the Day of Week. If you chose Monthly, pick the Day of Month. Reports are generated and sent each morning on the day you choose.
6. Enter one or more Email Recipients, separated by commas.
7. Leave Enable this schedule ticked, then select Create Schedule to save it.
8. Each schedule appears as a card showing its status (Active or Paused), report type, frequency, recipient count, and — while active — its next scheduled run time.
9. Use the pause/play icon on a card to pause or resume it without deleting it, the pencil icon to edit its settings, or the trash icon to delete it permanently.

Screenshot

Screenshot of the Scheduled Reports page showing a list of report cards with Active/Paused badges, and the Create Schedule modal open with report type, frequency, and recipient fields visible.

Related

• Partner guides

Ask Olivia

You can also ask Olivia, the in-portal assistant, to walk you through this.