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 in MS Excel files.

The Automated Reports window displaying all the scheduled reports that are added in each reporting subsection appears.

Enabling Automated Reports

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

  1. On the WFO tab, click Conversation Reporting.
  2. Select the type of report for which you want an automated report to be generated.
    The selected report window appears.
  3. Click .
  4. In the Search window that appears, specify the required filters. 
  5. Click Add Automated Report ().
    The Add Automated Reports window appears.

  6. Specify values in the following fields as required.

    FieldDescription
    NameSpecify a name for the automated report. 
    ReportThis is a non-editable field. By default, it displays the report you have selected. 
    Report Date

    Select the time duration of the report to be generated and shared automatically. You have the following options:

    • Today
    • Yesterday
    • This Week
    • Month to Date
    • Last Month
    Frequency

    Select the reporting frequency, in which the reports are to be generated and sent to the selected recipients. You have the following options:

    • Daily

    • Weekly

    • Biweekly

    • Monthly

    • Quarterly
    • Yearly
    Delivery TimeSelect the time that you want the report to be triggered and sent.
    EmailSelect the email IDs from the list.

     

  7. Click Save.

Accessing the Automated Reports

To access the automated reports configuration, on the WFO tab, click Conversation Configuration >Automated Reports. 

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

Editing a Report Schedule or Filter

To edit a report schedule or filter:

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

  2. In the report details window, modify values in the fields as required. 

  3. Specify values in the following fields as required.

    FieldDescription
    NameSpecify a name for the automated report. 
    ReportThis is a non-editable field. By default, it displays the report you have selected. 
    Report Date

    Select the time duration of the report to be generated and shared automatically. You have the following options:

    • Today
    • Yesterday
    • This Week
    • Month to Date
    • Last Month
    Frequency

    Select the reporting frequency, in which the reports are to be generated and sent to the selected recipients. You have the following options:

    • Daily

    • Weekly

    • Biweekly

    • Monthly

    • Quarterly
    • Yearly
    Delivery TimeSelect the time that you want the report to be triggered and sent.
    EmailSelect the email IDs from the list.
  4. 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.
  5. Click Save.

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

Duplicating an Automated Report

You can create a copy of an automated report by duplicating the report. Duplicate reports inherit 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 .
  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.