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If configured, SpeechIQ automatically generates and shares the speech/text analytics data reports and call recording data reports at a specific frequency and time. The automated reports are updated in real-time, generated, and then sent to the selected email recipients as MS Excel files.

To facilitate this feature, you must add the required reports for automated sharing:

  1. On the WFO tab, click SpeechIQ >Reporting.
  2. Select the type of report for which you want an automated report to be generated.
  3. Click the Advanced Search icon ().
  4. In the Search window that appears, click Add Automated Report.
  5. For instructions on how to add automated reports, see Adding Automated Reports.

Accessing the Automated Reports Feature

To access the automated reports feature, on the WFO tab, click SpeechIQ >Configuration >Automated Reports. 

The Automated Reports window with all the scheduled reports that that have been added in each reporting subsection is displayed.

  • To search for a specific report, use the Filter field.  
  • To customize the table columns view, see the instructions in the Customizing a Table section in SpeechIQ Reporting.
  • To refresh the list, click the Refresh icon ().

Modifying a Report Schedule or Filter

To edit a report schedule or filter:

  1. In the Automated Reports window, double-click on the row that contains the automated report that you want to modify. Alternatively, you can select the row and then click Edit.

  2. In the report details window, modify the values in the fields, as required. For field descriptions, see Adding Automated Reports.
  3. To reset or modify the filters:
    1. On the selected report window, click Update Filters.
    2. Modify the filters as required.
    3. Click Apply.
      The filters are updated for the scheduled report.
  4. Click Save.

  • To download and verify the updates, click Test Report. The report is downloaded to your local folder.
  • To delete an automated report, click Delete.

Duplicating an Automated Report

You can create a copy of an automated report. The copied report inherits the settings from the original report, but you can make modifications if required.

To duplicate a report:

  1. In the Automated Report window, select a report and click Copy.
  2. Enter the new report name in the pop-up window that appears.
  3. Click Save.

A duplicate report is created with a different name inheriting the settings of the original report.

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