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This guide provides step-by-step instructions on how to manage scheduled reports within the Omnia Admin Portal.
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.

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Accessing Scheduled Reports

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

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View Scheduled Reports

  1. 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.

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Editing a Scheduled Report

  1. Edit a Scheduled Report:
  • Click the Edit button next to the scheduled report you want to edit or click directly on the report.
  1. 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.

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Exporting Scheduled Reports

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

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Deleting a Scheduled Report

  1. 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.