Scheduled email reports provide a summary and breakdown of phone call activity for your individual account or a group of accounts within your WildJar account by email. The data presented in your email includes total calls, missed calls and call duration generated to the account, as well as statistics on new callers, keywords, and sources driving calls to your business. These emails can be sent on a daily, weekly, and monthly basis.
Table of contents
Configure scheduled email reports
To set up Summary Email reports follow the below steps:
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At the top right of screen select your name dropdown and then Email Reports.
You will see a list of all active and inactive scheduled reports. If no frequency is shown, the report is inactive.
- To create a new report, click the '+' button next to scheduled reports.
- Select the account that you want to create a report for.
- This will then give you the options to create the report. Here you can add the email address to who will receive the report, select the frequency of Daily, Weekly or Monthly and have the option to include a detailed call log.
If you are creating a report on an account which contains sub-accounts, you can include Sub Accounts or group the report by account instead of tracking source:
Congratulations, you've now configured a scheduled report! 🎉
Example scheduled report
Below is an example of the report: