How to automatically email a detailed call report for unbilled phone calls

This Report Export regularly emails a list of the calls that have not been billed to an account, so they can be followed up, for example every Monday. It uses the steps in How to set up automatic emailing of reports, with these report settings:

1. Create a Report Export as described in How to set up automatic emailing of reports: give it a name, choose the Email Send Account and recipients, and choose the schedule (for example Monthly, day 1).
2. On page 3 of the Report Export window, choose Usage Reports > Pbx Calls > Grouped by Account Code, then click Next >.
3. On page 4, choose these settings:
   • Under Report type, choose Detailed (Show every call).
   • Under Time Period, set Show data from to the length of the period, for example 1 weeks for a weekly report.
   • Click the Filter Accounts tab, tick its Filter tick box, and tick <unbilled> in the list of accounts.
4. Click Finish.
5. To check it straight away, right-click the Report Export and click Execute now (see How to set up automatic emailing of reports).

Related articles

• How to set up automatic emailing of reports
• How to open a telephone call report
• How to open a detailed call report for unbilled phone calls

How to automatically email a detailed call report for unbilled phone calls