Omnia Admin Reports: Scheduled Reports

Alert: Access to this Report:

• Access to this report is based on your user role. You may not be able to access and view a specific report and all of its features if your role does not permit it.

1. Navigate to Scheduled Reports:

• Go to the Admin Portal and sign in.
• Click the Reports tab to expand it, then select Scheduled Reports.

2. View Scheduled Reports:

• The table displays the following columns:
  • Name: The name of the scheduled report.
  • Module: The report module (e.g., Call Records, Queue Summary, Agent Activity, Queue Log).
  • Frequency: How often the report is sent (e.g., Daily, Weekly, Monthly).
  • Creator: The email address of the report creator.
  • Recipients: The email addresses of the report recipients.
• Click on the column headers to sort the reports by that column.

3. Edit a Scheduled Report:

• Click the Edit button next to the scheduled report you want to edit or click directly on the report.

4. Update Report Settings:

• When you select a scheduled report, you can modify the report name, frequency, recipients, and enable/disable the report as needed.

• The current settings are displayed for:

  • Name: The name of the scheduled report.
  • Frequency: How often the report is sent.
  • Recipients: The email addresses of the report recipients.
  • Module: The report module.
  • Creator Email: The email address of the report creator.
  • Filters: The filters applied to the report.

• Click Save to apply any changes.

5. - Click Export to download a list of Scheduled Reports in CSV format.

6. Delete a Scheduled Report:

• Click the delete icon (trash can) next to the scheduled report you want to remove.
• Confirm the deletion in the prompt that appears.