> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voxo.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduled Reports

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

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

<Warning>
  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.
</Warning>

### Accessing Scheduled Reports

1. **Navigate to Scheduled Reports**:

* Go to the [Admin Portal](https://app.voxo.co/dashboard) and sign in.
* Click the **Reports** tab to expand it, then select **Scheduled Reports**.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-21/7d9edaa1-1a16-44dd-aeec-75799b2a6a14/stack_animation.webp)

### View 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](https://scribehow.com/shared/Omnia_Admin_Reports_Call_Records__imIZZvN2TKWGf4aynAImog?referrer=documents), [Queue Summary](https://scribehow.com/shared/Omnia_Admin_Reports_Queue_Summary__1Jg1uGdhSyCE8P9pF7S88g?referrer=documents), [Agent Activity](https://scribehow.com/shared/Omnia_Admin_Reports_Agent_Activity__4Tj2RynhQA-N-MSQwvvSLA?referrer=documents), [Queue Log](https://scribehow.com/shared/Omnia_Admin_Reports_Queue_Log__znAmyxjCSQW3JPiHRO71Ag?referrer=documents)).
  * **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.

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-21/60110266-45ed-4e3f-923b-2ccd17cc96a6/user_cropped_screenshot.jpeg?tl_px=0,0\&br_px=1146,640\&force_format=jpeg\&q=100\&width=1120.0\&wat=1\&wat_opacity=1\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F43F5E_standard.png\&wat_pad=326,171)

### Editing a Scheduled Report

3. **Edit a Scheduled Report:**

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

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-21/a80902f4-4189-488d-9368-499130402296/File.jpeg?tl_px=665,13\&br_px=1525,494\&force_format=jpeg\&q=100\&width=860\&wat_scale=76\&wat=1\&wat_opacity=1\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F43F5E_standard.png\&wat_pad=682,212)

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.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-21/d34d54f1-61e6-4827-a434-19ba53071d66/stack_animation.webp)

### Exporting Scheduled Reports

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

![](https://ajeuwbhvhr.cloudimg.io/colony-recorder.s3.amazonaws.com/files/2024-06-26/2d71f95a-03ca-468c-b817-61469229061b/ascreenshot.jpeg?tl_px=107,0\&br_px=966,480\&force_format=jpeg\&q=100\&width=860\&wat_scale=76\&wat=1\&wat_opacity=1\&wat_gravity=northwest\&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/F43F5E_standard.png\&wat_pad=402,130)

### Deleting a Scheduled Report

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.

![](https://colony-recorder.s3.amazonaws.com/files/2024-06-21/2bde70d2-805c-4f6e-92b3-a70179f648df/stack_animation.webp)